Tax Practitioner's Guide to Student Loans – Post Supreme Court Decision 1 Credit
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Dec 02, 2024 | 11:30 AM
ET
Student loans are a complex puzzle that more and more clients need help solving. As younger professionals seek advice from tax practitioners, understanding the nuances of federal and private student loans has become essential. But with so many repayment options, forgiveness programs, and tax implications, where do you even start? This course will guide you through the maze of student loan complexities, helping you become a go-to expert for clients burdened with educational debt.
This engaging course will break down the various loan types, explore repayment plans, and dive into forgiveness programs. Whether your clients are fresh out of school or years into their careers, you’ll gain practical tools to provide sound advice. Plus, we’ll explore how tax deductions come into play, ensuring you’re fully equipped to help clients manage their loans in the most financially savvy way.
Major Topics:
By the end of this CE Tax course, you’ll have a solid understanding of how to guide clients through student loans, turning confusion into clarity. Don’t miss the chance to add this crucial knowledge to your practice and offer more value to your clients!
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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.
DS
The Webinar really gave a great overview of student loans to allow us to help our clients. There isn't one BEST payment plan, but there will be one that is best for specific circumstances of the client. Also great advice to grow the business horizontally by offering this additional service.
AB
This Webinar on Student Loans is very useful for Tax Practitioner in advising their clients the options they have in availing the Student Loan and also the forgiveness by converting it into Direct Loans and payments by 529 Plans
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