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Education Planning for Business Owners Under CUTS, CURES, and CARES

EDUCATION PLANNING FOR BUSINESS OWNERS UNDER CUTS, CURES, AND CARES

This webinar was previously titled: 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, SECURE Act, and CARES 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 as a result of legislative changes from the TCJA, SECURE Act, and CARES Act

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Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, 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. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

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 a Doctorate of Business Administration in Finance degree from Sacred Heart University.

Frequently Asked Questions
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Riskinbanner
Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, 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. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

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 a Doctorate of Business Administration in Finance degree from Sacred Heart University.