College Planning Basics Webcast | 4193825A


Date :
May 30, 2019 8:30 AM - 12:00 PM
Location :
Facility :
Webcast Remote
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 4.00, CFP 4.00
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Twenty-five years ago, college planning used to encompass selecting a group of colleges and applying to them. Today, that has all changed. With many private colleges costing $70,000+ per year and public colleges ranging from $30,000 to $60,000 per year, the question now is not, "Will the child get accepted?" but, "How will we pay for it?" Financial aid and scholarships may help pay for some of college expenses but they rarely cover all the costs.  

In this course, review student (and parent) loans, loan consolidations, educational tax benefits, the financial aid process, financial aid forms and what forms every family should complete and what forms not to complete. Finally, as more and more careers require advance degrees, we'll look at graduate school and what financial resources are available to the student.


  • Determine what loans are available to the student and/or parent(s) and the pros and cons of each.
  • Recognize when educational loans can be consolidated and who can consolidate them.
  • Identify what deductions and credits are available and when they can be used.
  • Review tax advantage college savings plans.
  • Identify the different financal aid forms and which ones to file.
  • Review the financial aid process.

Major Subjects:

  • Federal education loans
  • Private educational loans
  • Other loans
  • Federal and private educational loan consolidations
  • American Opportunity Tax Credit
  • Lifetime Learning Credit
  • 529 Plans and CoverdellEducation Savings Accounts
  • U.S. Savings Bonds
  • Student Loan Interest Deduction
  • Financial aid forms
  • Acceptance Letters and Award Letters
  • Appeal Letters
  • Graduate school

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Specialized Knowledge


Designed For:

CPAs, CFPs, lawyers and financial professionals.


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.