Education Planning Strategies
For families wanting to build financial security, explore key planning strategies and considerations, including 529 plans, Trump Accounts, student debt, and wealth building.
Format
Webcast
Date
Sep 22, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Ross A. Riskin
Availability
3 months
Product Number
WC5470820
This webcast provides practical guidance for navigating today's evolving education and wealth-planning landscape.
You can help families plan for:
- Paying for education
- Managing student debt
- Creating long-term wealth for future generations
There are key planning considerations to be made related to 529 plans, student loans, and the new Trump Accounts.
The session will focus on:
- Practical strategies advisers can use when helping families save for education, manage student debt, and build long-term assets for children
- 529 planning opportunities
- Basic student loan considerations
- Trump Accounts fitting alongside other savings vehicles
Key Topics
- 529 plan strategies, including expanded qualified uses and Roth IRA rollover opportunities
- Student loan repayment and education funding considerations
- Trump Account rules, tax treatment, and planning applications
Learning Outcomes
- Identify key planning opportunities and tax benefits associated with 529 plans.
- Recognize important student loan considerations that may affect education planning decisions.
- Compare Trump Accounts with 529 plans and other common savings vehicles for children.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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