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College Financial Planning: Graduate School - Admission, Financial Aid and Educational Tax Benefits

03.13.18 2:00PM – 03.13.18 4:00PM





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General Info

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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 review financial case studies relating to graduate school.

Materials are provided as an ebook for this course.

  • 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.
  • 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.
Designed For

CPAs, CFPs, lawyers and personal financial planners.

CalCPA Education Foundation
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