College Financial Planning: Graduate School - Admission, Financial Aid and Educational Tax Benefits Webcast | 4173000B


Date :
March 13, 2018 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, CFP 2.00
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As your clients and their family members look to graduate school to extend their education or meet professional requirements, it's important that they understand what is ahead of them. Review admissions, financial aid forms, loans and educational tax benefits that can help them make their decisions. Discuss how an increasing number of universities are requesting financial information from a students' parents, even though they are considered independent students. Examine funding sources and review financial case studies relating to graduate school.

Materials are provided as an ebook for this course.


  • Determine financial aid forms that are required.
  • Identify available funding sources for graduate school and which ones to use first.
  • Recognize the available educational tax benefits to students.

Major Subjects:

  • Applying to graduate school: admissions exams (GMAT, GRE, LSAT, MCAT)
  • Financial aid forms: Free Application for Federal Student Aid; respective college financial aid forms; and personal, financial and college information required
  • Funding graduate school: student, federal and private loans; employment; and family support
  • Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 plans); Coverdell Education Savings accounts; U.S. Savings bonds; Section 127: Employer Education Assistance Plans; Section 2503; and IRA withdrawals for education.

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:
Specialized Knowledge

Basic tax knowledge.

Designed For:

CPAs, CFPs, lawyers and personal financial planners.


Gary Carpenter, CPA

Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He has provided continuing professional education courses in college planning and financial aid for various state CPA societies.

Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, and Financial Advisor, and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is a past chair of the Personal Financial Planning Committee for NYSSCPA.

No Agenda or Materials posted.