College Financial Planning: Educational Tax Benefits Webcast | 4172997B


Date :
December 12, 2017 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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With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. Explore the benefits to see who can use them and when; review case studies with different strategies and what their impact is on financial aid; and learn which of these benefits are scheduled to expire and how that will affect college costs.

Materials are provided as an ebook for this course.


  • Identify available deductions, credits and tax advantage saving programs.
  • Determine when to use these educational tax benefits.
  • Determine how scholarships impact tax benefits.

Major Subjects:

  • American Opportunity Tax Credit
  • Lifetime Learning Credit
  • 529 plans
  • Coverdell Education Savings Account
  • U.S. Savings Bonds
  • Student loan interest deduction
  • IRA withdrawals for education

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:

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.