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Description
Your business owner client doesn't qualify for financial aid. College costs at elite universities will exceed $100,000 for one year of undergrad by 2025. So now what? This session will focus on education planning strategies for business owners and high income earners. Learn how to help clients find schools that offer the most scholarships. Learn powerful tax strategies like shifting income, gifting assets, education tax credits,tuition reimbursement plans, and more. Help clients negotiate with colleges to get more free money. Attendees will walk away with implementable strategies and visuals to share with their clients and centers of influence.
Learning Objectives
1. Understand how to determine which colleges offer scholarships and which one's do not
2. Understand the tax strategies available to cut the cost of college (gifting, income shifting, tuition reimbursement plans)
3. Understand how to analyze, compare, and appeal financial aid award letters
4. Develop a smart lending strategy and plan how to strategically pay the college bill