Webcast: College Financial Planning: Graduate School - Admission, Financial Aid (XCGRSL17)
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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 revie

7/11/2017
When: 07/11/2017
1:00 PM until 3:00 PM
Where: Webcast
CALCPA
4173000A
United States
Presenter: Gary Carpenter, CPA, CCPS


Online registration is closed.
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Acronym XCGRSL17
CPE 2 hours
Vendor CalCPA
Category
SK
Level Overview
Prerequisite Basic tax knowledge.
Adv Prep None
Yellow Book? No
Designed for CPAs, CFPs, lawyers and personal financial planners.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other 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.

Course Description

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.

Materials are provided as an ebook for this course.

Objectives

  • Determine financial aid forms that are required.
  • Identify available funding sources for graduate school and which ones to use first.
  • Recognize the available educational tax benefits to students.

Major Topics

  • Applying to graduate school: admissions exams (GMAT, GRE, LSAT, MCAT)
  • Financial aid forms: Free Application for Federal Student Aid; respective college financial aid forms; and personal, financial and college information required
  • Funding graduate school: student, federal and private loans; employment; and family support
  • Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 plans); Coverdell Education Savings accounts; U.S. Savings bonds; Section 127: Employer Education Assistance Plans; Section 2503; and IRA withdrawals for education.