College Education Planning - Threading the Needle Between Tax Breaks and College Financial Aid
Total Credits: 3 including 3 Taxes - Technical
- Average Rating:
- 2
- Categories:
- ACPEN Industry Institute | ACPEN Tax Institute | IRS Approved | Tax
- Speaker:
- Bradley Burnett, J.D., LL.M.
- Course Levels:
- Intermediate
- Duration:
- 3 Hours
- License:
Description
The price tag of a college education is high and increasing rapidly. How does one intelligently afford and pay for college? Most people give up on pursuit of college financial aid prematurely or, worse yet, don't even apply for it. Tax breaks help some, but can ace the unskilled attempter out of otherwise potentially available college financial aid. This course helps you design an appropriate, successful plan to help enable one to successfully pay for college.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Learning Objectives*To learn how to thread the needle and maximize both college financial aid and college saving and spending tax breaks, without one unraveling the other
Major Subjects
* The price tag of college is sky high and soaring. How to intelligently afford it? Most people give up on pursuit of college financial aid prematurely or, worse yet, don't even apply for it. Tax breaks help some, but may cost the unskilled attempter otherwise available financial aid dollars
* Designing and implementing a successful college planning strategy
* Planning to maximize financial aid
* Avoiding the deadly conflict between tax planning and financial aid planning
* 529 plans: Choice of proper state plan and operational maneuvers
* Financial aid formulas and strategies: Proper asset structure and timing of income
* How to appeal and negotiate with colleges and universities
* How to attend a private college for the cost or less than the cost of a state college
* Tax planning strategies galore: The best are not the most obvious
* Brilliance in structuring loans
* Solving the complex maze of rules, choices
Course Materials
| College Education Planning_Slides (0.08 MB) | Available after Purchase | ||
| College Education Planning _Q&A (0.01 MB) | Available after Purchase | ||
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (0.15 MB) | Available after Purchase | ||
Speaker
Bradley Burnett, J.D., LL.M. Related Seminars and Products
Bradley Burnett practices tax law in Colorado. After undergraduate (Business Administration/Accounting) school and law (J.D.) school, he earned a Master of Laws in Taxation (LL.M.) from the University of Denver School of Law Graduate Tax Program. After stints at national and local accounting firms and a medium sized Denver law firm, he established his own law firm in 1990, He has delivered more than 3,300 presentations on tax law to CPAs, attorneys, EAs and others throughout all fifty U.S. states, Washington, D.C. and seven countries. Bradley served four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-hit in the IRS practice and procedure field. He authors and teaches tax materials for Commerce Clearing House (CCH), has received the Illinois Society of CPAs Instructor Excellence Award and five times has been the most requested, top-rated presenter at annual state CPA tax institutes. His seminar style is briskly paced delivery of practical insights with humor.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Anyone desiring to gain a working knowledge of how to send an individual to college and afford to pay for it by best leveraging available tax breaks and college financial aid resources
Original Recording Date 09/28/2016
Yellow Book No
Course Developer Bradley Burnett Tax Seminars, Ltd.
Date Added to Catalog 09/16/2016
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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