Webcast: Navigate Education Planning under Tax Reform

January 16, 2019

Recording | Presentation material

As students and families await college admissions decisions and financial aid award letters, 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 upcoming Adviser’s Guide to Education Planning, which are focused on education planning strategies for high income/high net worth individuals, divorced/divorcing couples, and grandparents. In addition, Ross will also cover relevant changes from the 2017 Tax Cuts and Jobs Act. Webcast attendees will learn:

  • How to incorporate education planning strategies for high income/high net worth individuals
  • How to incorporate education planning strategies for divorced/divorcing couples
  • How to incorporate education planning strategies for grandparents