Webcast: What Advisers Should Know about Education Planning

October 18, 2018

Recording | Presentation material

With financial aid filing season coming up and higher education costs continuing to rise, CPAs are in a position to help their clients navigate the financial complexities associated with the college and financial aid planning process. In this webcast, Ross Riskin, CPA/PFS, will share highlights from The Adviser’s Guide to Education Planning (coming soon!), which are focused on education planning strategies for business owners. In addition, Ross will also cover relevant changes from the 2017 Tax Cuts and Jobs Act. Webcast attendees will learn:

  • How to incorporate education tax planning strategies for business owner clients
  • How the financial aid system assesses financial aid eligibility for students with parents who are business owners
  • How to determine the best business entity structure for tax and financial aid planning purposes under the Tax Cuts and Jobs Act