Navigate education planning under tax reform | PFP learning library webcast archive
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Navigate education planning under tax reform | PFP learning library webcast archive

2 years ago · 1 hour 9 min watch

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As students and families await college admissions decisions and financial aid award letters, CPAs are in a position to help their clients navigate the financial complexities associated with the college and financial aid planning process. In this webcast, Ross Riskin, CPA/PFS, will share highlights from the upcoming Adviser’s Guide to Education Planning, which are focused on education planning strategies for high income/high net worth individuals, divorced/divorcing couples, and grandparents. In addition, Ross will also cover relevant changes from the 2017

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