Education Planning for the Next Decade: Practical Strategies for Success

4.75 (20 votes)

Recorded On: 11/17/2020

In this presentation, Dr. Riskin will share creative education planning strategies you can use with business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents as they experience the higher ed revolution first hand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when planning for the next decade.

Learning Objectives:

Understand how the passage of the TCJA, SECURE Act, and CARES Act impacts tax and education planning.
Incorporate education planning strategies for business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents.
Identify trends in higher education to be able to provide more effective comprehensive education planning services for individuals and families over the next decade.

Ross A. Riskin

DBA, CPA/PFS,CCFC, MS Tax

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).

Dr. 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. Dr. 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), Dr. 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.