A+ College Savings Planning: Maximizing Resources and Tax Benefits
Consider the many college savings and funding vehicles available and how to best use them. Maximize available funds, aid eligibility, and tax benefits. Grasp the rules surrounding tax treatment of education savings, education- related distributions, and expenses.Highlights
- Assessing cost, income, and timing factors
- Setting appropriate savings goals
- Federal financial aid eligibility and the effect of savings
- Estimating expected family contributions and advising on the FAFSA
- Coverdell ESA overview
- Section 529 plans: tax benefits, ownership issues, and the impact on financial aid
- Education savings bonds
- IRA distributions
- Taxation of scholarships, fellowships, and grants
- Using education credits, the tuition and fees deduction, and the above-the-line student loan interest deduction within income phase-out limitations
Registration
PICPA Member: $139
Nonmember: $189
More Information
Course No. 750302 Level: Basic
Prerequisites: None
Notes
This program is designed for CPAs who assist clients, family members, or their own families with tax and financial planning related to college costs.
This is a four-credit afternoon seminar (12:30 - 4:00 p.m.; 12:00 p.m. registration)
Accepted for CFP® credits
Speaker(s)
Arthur Auerbach
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