Education Planning for the Next Decade: Practical Success Strategies
Learn education planning strategies to use with business owners, high-income individuals and more. This webcast also covers changes from recently passed and proposed legislation, and identifies trends so you can stay ahead of the curve when planning for the next decade.
Format
Webcast
Date
Jun 21, 2021
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Robert S. Keebler
Availability
Product Number
WC3066592
Due to the rising costs of higher education, the shift to eLearning and the impact of COVID-19, people rely on advisers to navigate the financial complexities associated with college funding and financial aid planning. In this webcast, Robert shares creative strategies for education planning for 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, Robert covers relevant changes from recently passed and proposed legislation and identifies trends so you can stay ahead of the curve when planning for the next decade.
Key Topics
- College funding and the financial aid process
- The impact of tax laws on education planning
- Creative education planning strategies for varying clients
- Trends in higher education and how this affects advice you give
Learning Outcomes
- Identify how the passage of the TCJA, SECURE Act, CARES Act, and Consolidated Appropriations Act affects tax and education planning
- Determine 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 provide more effective and comprehensive education planning services for individuals and families
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Log in to apply your member discount.