• Explaining the process and strategy for the college preapproval process.
• Outlining tax strategies that mass-affluent and business-owner clients can use to boost their college funding budget and widen the list of schools that students can attend without robbing clients’ retirement or taking on inappropriate levels of student debt.
• Providing real-case scenarios that identify how to strategically manage assets, cash flow and tax opportunities to maximize financial aid and/or students’ college preapproval amount.
• Showing planners how they can effectively serve college-bound families with more impactful and meaningful late-stage college funding advice.
• Providing an update on the topics taught in the Financial Planner’s Guide to College Funding in terms of how it is impacted by the Tax Cuts and Jobs Act of 2017, including a close assessment of how new regulation impacts the tax-saving strategies and tactics.