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Tax Practitioner’s Guide to Student Loans – Post Supreme Court Decision 1 Credit

Tax Practitioner’s Guide to Student Loans – Post Supreme Court Decision 1 Credit

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Identify key differences between federal and private student loans.
  • Advise clients on optimal student loan repayment strategies.
  • Calculate potential timelines for student loan forgiveness.
  • Explore available student loan forgiveness programs.
  • Determine eligibility for student loan interest deductions.

Course Overview

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:

  • Types of Student Loans
  • Repayment Plan Options
  • Loan Forgiveness Programs
  • Interest Deduction Criteria
  • Tax Implications of Loans

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!

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1752) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332290) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02166-24-O) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1752) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332290) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02166-24-O) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1752) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332290) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02166-24-O) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1752) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332290) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02166-24-O) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02166-24-O) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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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.

About Instructor

Nicholas: Top-rated speaker for Latest TAX CPE/CE Webinars | myCPE
Nicholas Preusch , CPA (US)

Certified Public Accountant (CPA), Nicholas Preusch

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  • rating
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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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What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

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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.

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What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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DS

Debra Sharrow, EA
5

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

Anantharamakrishnan Balakrishnan, EA
5

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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