Guide to Education Planning

This guide is designed by CPAs for CPAs geared toward advising clients with traditional college aged children. Effective education planning can occur when families work with a trusted adviser who can accurately assess what they wish to achieve in order to provide guidance and practical objectives to help them and their children reach their personal, professional, financial, and academic goals. Education planning requires CPAs to be knowledgeable about tax planning, financial aid planning, and cash flow planning, and more importantly,