Education Planning for the Next Decade: Practical Success Strategies
Learn education planning strategies to use with business owners, high-income individuals and more. This webcast also covers changes from recently passed and proposed legislation, and identifies trends so you can stay ahead of the curve when planning for the next decade.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Instructor
Ross A. Riskin
Availability
3 months
Product Number
WC3066592
Due to the rising costs of higher education, the shift to eLearning and the impact of COVID-19, people rely on advisers to navigate the financial complexities associated with college funding and financial aid planning. In this webcast, Robert shares creative strategies for education planning for business owners, high-income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families and grandparents, as they experience the higher ed revolution first hand. In addition, Robert covers relevant changes from recently passed and proposed legislation and identifies trends so you can stay ahead of the curve when planning for the next decade.
Key Topics
- College funding and the financial aid process
- The impact of tax laws on education planning
- Creative education planning strategies for varying clients
- Trends in higher education and how this affects advice you give
Learning Outcomes
- Identify how the passage of the TCJA, SECURE Act, CARES Act, and Consolidated Appropriations Act affects tax and education planning
- Determine education planning strategies for business owners, high-income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families and grandparents
- Identify trends in higher education to provide more effective and comprehensive education planning services for individuals and families
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
Group ordering for your team
2 to 5 registrants
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