Dr. Ross A. Riskin DBA, CPA/PFS, CCFC, MS Tax
Chief Learning Officer, Investments & Wealth Institute
Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Managing Member of Riskin Wealth Management, LLC, Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC). Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser's Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.
Appearances
IdentificationENG1714DateJune 13, 2017Federal loans, private loans, subsidized loans, unsubsidized loans, pay as you earn repayment plan, income-based repayment plan, income-contingent repayment plan, consolidation, deferment, forbearance, forgiveness – Confused yet? These are the terms you need to know as you help your clients navigat…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationTAX19NL02DateJune 11, 2019Due 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…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationTAX2013DateJuly 24, 2020Due 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…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationENG2114DateJuly 28, 2021Due 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…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationENG2214DateJune 7, 2022Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income contingent repayment, consolidation, deferment, forbearance, forgiveness…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationENG2307DateJune 5, 2023This session will take a deeper dive into the many facets involved in the education planning process and will focus on the tax consequences that arise at almost every stage…Speakers
Becca Craig, CFP®, CSLP®, ABAWealth Advisor, Buckingham Strategic WealthRoss A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
IdentificationTAX2416DateJune 6, 2024Due to the rising costs of higher education and all-time high student loan debt levels, clients from all generations are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding, financial aid, and student loan planning processes…Speaker
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS TaxChief Learning Officer, Investments & Wealth Institute$49Standard Price
