Financial Planning for Higher Education Costs 2 Credits
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The rising education costs in the U.S. have put immense pressure on students and families alike. Many experts believe that education in the United States should last at least 14 years. Others believe individuals need a minimum of graduate education and more focus on engineering and mathematics.
If we look at the average cost of tuition, it has more than doubled in the past decade (ranging from $15,000 to more than $60,000 per year). This statistic is even more startling if the tuition increase is compared to the inflation rate during the same period. Unfortunately, the prediction for future costs is not very different, but this view may be exaggerated. Universities are concerned. Fortunately, Congress has introduced several tax incentives to ease the cost of education, from elementary school to graduate-level degrees. But how do you take full advantage of these programs? That’s where this course comes in.
In this CE Course, we will examine the many subsidy programs available to individuals, including, but not limited to, the American Opportunity Tax Credit, Lifetime Learning Credit, Coverdell Education Savings Account, Qualified Tuition Programs, and Employer Educational Assistance. We will also consider the advantages and disadvantages of these incentives.
Key topics covered:
Whether you’re looking to cut your education costs or help your clients save, Join this course for actionable strategies to reduce financial strain and take advantage of key tax incentives.
For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 2 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| LTC (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Eligible |
| Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Taxes for CIPM | 2 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-O) | 2 CE | Approved |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Taxes for Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02162-24-O) | 2 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 2 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-O) | 2 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Chartered Life Underwriter (CLU) | 2 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SM
Good presentation of tax issues and opportunities related to education costs. Appreciated his evaluation of the different incentives so I can accurately present savings opportunities to clients.
JP
This was a great course especially since the information benefits me on behalf of my grand children’s education
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