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College Financial Planning: Graduate School - Admission, Financial Aid and Educational Tax Benefits (4173000B)

Date:Tuesday, March 13, 2018
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


As your clients and their family members look to graduate school to extend their education or meet professional requirements, it's important that they understand what is ahead of them. Review admissions, financial aid forms, loans and educational tax benefits that can help them make their decisions. Discuss how an increasing number of universities are requesting financial information from a students' parents, even though they are considered independent students. Examine funding sources and review financial case studies relating to graduate school.

  • Determine financial aid forms that are required.
  • Identify available funding sources for graduate school and which ones to use first.
  • Recognize the available educational tax benefits to students.

Major Topics:
  • Applying to graduate school: admissions exams (GMAT, GRE, LSAT, MCAT)
  • Financial aid forms: Free Application for Federal Student Aid; respective college financial aid forms; and personal, financial and college information required
  • Funding graduate school: student, federal and private loans; employment; and family support
  • Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 plans); Coverdell Education Savings accounts; U.S. Savings bonds; Section 127: Employer Education Assistance Plans; Section 2503; and IRA withdrawals for education.

Who Should Attend:

CPAs, CFPs, lawyers and personal financial planners.

Basic tax knowledge.

Advanced Preparation:


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.