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Education Planning

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3.5
21 / S-90196
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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

This self-study course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. Narrated by Tom Tillery, this course looks at the personal financial planner's role and the need to be knowledgeable about education funding vehicles, student financial aid programs, education tax credits, as well as income tax applications for education planning. The successful coordination of these disparate elements is necessary to accomplish a successful education plan. Updated for the Tax Cuts and Jobs Act of 2017, this course also delves into financial aid and other unding methods, as well as discuss funding strategies and tax planning. The final part of this course examines how education planning is integrated with the other areas of personal financial planning.

Also included is a flow chart that details various education funding strategies, including:

Education Savings Bond Program
UGMA/UTMA
Coverdell Education Savings Account
Qualified Tuition Program
2503(c) Trust
$14,000 annual gift tax exclusion amount
Education Planning


Delivery Method: Self-Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.