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Student Loan Repayment and The Hidden Importance of Tax Filing Strategies Webinar


Dec. 10
2:00 - 4:00 p.m.

CPE Credits



PICPA Member: $79 | Nonmember: $104

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Since mid-2016, more student loan borrowers are using Income Drive Repayment (IDR) methods over traditional loan repayment methods. This shift in loan repayment changes the playing field from interest rates and terms to properly managing a client’s adjusted gross income (AG). As student debt exceeds $1.56 trillion and affecting over 44 million borrowers, more advanced tax and financial planning will need to be applied. A simple adjustment in tax filing or retirement contributions could deliver hundreds of additional dollars in a person’s cashflow per month.

  • Discover the importance of tax filing and IDR repayment methods
  • Learn the tax impact of federal consolidation and private refinancing
  • Understand the relationship of loan structure options to tax filing


Fred is the founder/CEO of He is a nationally recognized expert in the entire college funding and student loan repayment process. Fred’s unique approach helps students and parents envision the financial outcome of a college education.  He brings together the financial aid process, college saving plans, educational tax strategies, student financing and the loan repayment options.

Fred Amrein is a nationally recognized expert on the entire college funding process. His personal financial planning knowledge helps families make better college funding decisions. Fred’s unique approach brings together the financial aid process, college saving plans, educational tax strategies and the various financing options to lower their cost of education. In addition, he has an understanding of the importance of the educational outcome that includes knowledge of student loan repayment, consolidation and forgiveness.

He is the author of Financial Aid and Beyond: Secrets to College Affordability. As the book title implies, the college financial decision goes beyond the financial aid process for most families. Fred’s goal is to provide better financial information and improve the financial literacy within the college decision.

Fred also developed EFC PLUS an innovative college net price college calculator that projects the financial outcome of each college based on each family’s financial situation. The EFC PLUS tool generates all of the complicated financial numbers and organizes it in one place.  As development continues, the EFC PLUS tool will provide a solution from saving for college to student loan forgiveness, in one place.  It will eliminate the complications and confusion that most student and parent face as they go through this process.

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