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AICPA & CIMA ENGAGE 2021


ENG2114 - ENG2114. Education Planning for the Next Decade: Practical Strategies for Success


Jun 9, 2021 2:00pm ‐ Jun 9, 2021 3:15pm

Description



Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, 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 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 as they experience the higher ed revolution first hand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when planning for the next decade.

Learning Objectives:
  • Understand how the passage of the CARES Act and Consolidated Appropriations Act impacts tax and education planning.
  • Incorporate 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 be able to provide more effective comprehensive education planning services for individuals and families over the next decade.

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
Tags: PFP TAX
Category: Concurrent Session Onsite and Online

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