College Funding CE For Financial Planners And IAs-ss

At this session, Robert Keebler, CPA/PFS, will cover: • 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 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.