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

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

Online

2-Other
CPE Credits

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

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. 769900 Level: Update

Speaker(s)

Fred Amrein

Founder & CEO