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Education Planning for the Next Decade: Practical Success Strategies
Personal Financial Planning
Webcast

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.

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Included in Webcast Pass

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Ross A. Riskin 

Availability

3 months

Product Number

WC3066592

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 Business & partner 
Product Details

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
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
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2 to 5 registrants

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6+ registrants

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Speakers
Ross A. Riskin 
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is an Associate Professor of Taxation and Director of the CFP and ChFC education programs at the American College of Financial Services. Ross also serves as a Partner in Riskin & Riskin, PC - a public accounting firm located in Orange, Connecticut and is the founder of the American Institute of Certified College Financial Consultants. His research and professional expertise focus on tax planning with respect to college and student loan advising. Dr. Riskin is recognized as a leading expert in the areas of tax planning, college planning, and student loan advising. He is the author of The Adviser's Guide to Education Planning, which is published by the AICPA Personal Financial Planning Section. Ross has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, Investment News, and the New York Times to name a few. His research has also been published in outlets such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Journal of Multistate Taxation and Incentives, and Tax Notes. Ross has presented to and worked with over 12,000 individuals through webinars, conferences, and in the classroom and looks forward to engaging with you next!
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