0      0

AICPA ENGAGE 2019

TAX19NL02 - Education Planning Under the Tax Cuts and Jobs Act


Jun 11, 2019 12:25pm ‐ Jun 11, 2019 1:15pm


Standard: $49.00

Description

Due to the rising costs of higher education, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross A. Riskin, CPA/PFS, CCFC, will share highlights from the AICPA’s The Adviser’s Guide to Education Planning, which are focused on education planning strategies for business owners, 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 (TCJA).

Learning Objectives:

  1. How to incorporate education planning strategies for business owners.
  2. How to incorporate education planning strategies for high income/high net worth individuals.
  3. How to incorporate education planning strategies for divorced/divorcing couples.
  4. How to incorporate education planning strategies for grandparents.

Speaker(s):

  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute

You must be logged in and own this session in order to post comments.