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Author: Richard L. Kaplan
Description:
There are several ways for grandparents to help finance their grandchildren's college expenses, with markedly different financial consequences for the parties involved. Although these college funding mechanisms are not new, legislation enacted within the past several years has radically altered many of the rules that guided advisors in the past.
This course discusses the alternative ways for grandparents to help finance their grandchildren's educations and the consequences of each alternative.
It also describes how to determine which mechanism is most suitable in which circumstances, explains the Medicaid implications for the grandparents, and discusses the impact of each alternative on a grandchild's eligibility for needs-based financial aid.
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Course Details:
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Price: $32.00
Field of Study: Taxes
Prerequisites: None
Level: Overview
Advanced Preparation: None
CTEC course number: 1075-CE-5565
Course was last updated on: 04/24/09
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Library:
Learning Center Core
Wealth Management
Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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| Credit Available For: |
Units |
| CPE |
2.0 CPE |
| CFP® (Accepted by the CFP Board) |
1.0 CPE |
| Enrolled Agent (Accepted by the IRS) |
2.0 CPE |
| CTEC Federal |
2.0 CE |
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Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.
Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.
CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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