Webcast: College Financial Planning: Educational Tax Benefits (CAEDTB16)
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When: 11/3/2016
1:00: PM until 3:00 PM
Where: Webcast
United States
Presenter: Gary Carpenter, CPA, CCPS

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Acronym CAEDTB16
CPE 2 hours
Vendor CalCPA
Level Overview
Yellow Book No
Prerequisite Basic tax knowledge.
Who should attend CPAs, CFPs, lawyers and personal financial planners.
Members $60
CPA Non-Members $94

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


With various ways to fund college, one area your clients may find unfamiliar is educational tax benefits. We'll look at these 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.


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


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