Webinar (CA): College Financial Planning: Graduate School

Description

Today graduate school is almost a given for many students. Applying to graduate school is not the same as applying to an undergraduate program. Review admissions as well as the financial aid, loans and educational tax benefits.
We’ll also discuss how an increasing number of universities are requesting financial information from the students’ parents, even though they are considered independent students.
Formerly titled: College Financial Planning: Graduate School – Admission, Financial Aid and Educational Tax Benefits
Materials are provided as an ebook for this course.

Learning 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.
Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Specialized Knowledge and Applications
2
Instructor(s)
Gary Carpenter
Prerequisites

Basic tax knowledge.

Advanced Preparation

None.

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When
Mar 21, 2019
12:00 pm - 2:00 pm MDT
Location
Webinar (CA): College Financial Planning: Graduate School
Total CPE Credits
2.0
Format
Webinar
Instructor
Gary Carpenter

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Webinar (CA): College Financial Planning: Graduate School


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