Content Provider

Middle taxhelp
Self-Study CPE
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Free cpe webinars
Education Planning for Business Owners Under the Tax Cuts and Jobs Act


Available Date(s)
Tuesday, December 15, 2020: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Education planning for business owners has always been challenging due to the way the financial aid regulations interact with tax laws. Valuing a business for a client, providing multiple years of detailed financial information, and determining how colleges may assess the assets and income generated from a business are among these challenges. This presentation will highlight education planning strategies impacted by the Tax Cuts and Jobs Act and will focus on how business entity choice with the new lower corporate tax rate and the new IRC 199A (QBI) deduction will factor in from both financial aid and tax planning perspectives.

Learning Objectives:

  • Incorporate education tax planning strategies for business owner clients

  • Evaluate how the financial aid system assesses financial aid eligibility for students with parents who are business owners

  • Determine the best business entity structure for tax and financial aid planning purposes under the Tax Cuts and Jobs Act


Ross A. Riskin is Assistant Professor of Taxation, CFP® Program Director, and the Larry R. Pike Chair for Insurance and Investments at The American College of Financial Services. In addition to teaching courses in taxation and financial planning, Professor Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He also serves as the Vice President of Riskin & Riskin, PC.

Professor Riskin is recognized as a leading expert in the areas of college planning and student loan advising and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA (Winter 2018 Release). Professor Riskin has presented to over 10,000 individuals through webinars, conferences, and in the classroom, and has been quoted in media outlets such as Forbes, US News, WalletHub, Journal of Accountancy, and CPA Practice Advisor.

He received the 2017 CPA Practice Advisor “40 Under 40 Award,” the 2016 CTCPA Accounting Educator of Excellence Award, the 2015 AICPA Personal Financial Planning Standing Ovation Award, and the 2015 CTCPA New and Young Professionals to Watch Award. In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Professor Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University and is currently pursuing a Doctor of Business Administration in Finance Degree at Sacred Heart University.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Riskin & Riskin, PC is a public accounting firm located in Orange, Connecticut. The firm is owned and operated by Robert M. Riskin, CPA and son, Ross A. Riskin, CPA/PFS. The firm specializes in providing accounting, tax preparation, and tax planning services to individuals, trusts, estates, and small businesses in Connecticut and throughout the country. 

Robert and Ross are focused on helping others achieve their personal and financial goals by sharing their knowledge, experience, and generational wisdom in order to build long-lasting relationships with clients and act as competent advisors in multiple capacities. Whether you need help, guidance, or simple reassurance, Riskin & Riskin, PC is here and waiting to hear your story.