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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.
Basic tax knowledge.
CPAs, CFPs, lawyers and personal financial planners.
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.