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ENGAGE 2020

TAX2013 - TAX2013. Education Planning for the Next Decade: Practical Strategies for Success


Jul 24, 2020 2:30pm ‐ Jul 24, 2020 3:20pm


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 creative education planning strategies you can use with business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents. In addition, Ross will also cover relevant changes from recently passed or proposed legislation so you can stay ahead of the curve from a planning perspective.

Speaker(s):

  • Dr. Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Associate Professor of Taxation | Director of CFP and ChFC Education Programs, The American College of Financial Services

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