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College Financial Planning: Educational Tax Benefits (4172997B)

 
Date:Tuesday, December 12, 2017
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Gary Carpenter
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members

Description:

With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.



Objectives:
  • Identify available deductions, credits and tax advantage saving programs.
  • Determine when to use these educational tax benefits.
  • Determine how scholarships impact tax benefits.


Major Topics:
  • American Opportunity Tax Credit
  • Lifetime Learning Credit
  • 529 plans
  • Coverdell Education Savings Account
  • U.S. Savings Bonds
  • Student loan interest deduction
  • IRA withdrawals for education


Who Should Attend:

CPAs, CFPs, lawyers and personal financial planners.



Prerequisite:
Basic tax knowledge.

Advanced Preparation:
None.

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.