College Funding CE For Financial Planners And IAs

Just about everything a financial planner needs to know about college funding and taxes is covered in this timely CE webinar by Robert Keebler, CPA/PFS, including:

• FAFSA calculations
• Education Savings Accounts (ESAs)
• Qualified Tuition Plans (QTPs)
• Uniform Gift to Minors Act (UGMA)
• Uniform Transfer to Minors Act (UTMA) Accounts
• Tuition tax deductions and credits
• Retirement distributions to pay tuition
• Gifts to pay for tuition
• Health and Education Exclusion Trusts (HEETs)

Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Bob teaches at a fast-pace and questions are strongly encouraged.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.