Dorinda D. DeScherer, J.D.

A one-stop resource for the professional who advises families on the tax and financial issues connected with education planning.

Whether you are an accountant, lawyer or financial planner, whether a client’s child is still in diapers or is about to enter college, this book will provide you with comprehensive and straightforward answers to the most vexing questions that arise in connection with education planning.

For example, the book will put at your fingertips the answers to such questions as:

• How is a college student taxed on job earnings and investment income?
• How should a trust agreement be drafted to avoid gift taxes?
• When is a gift of investment property to a college student preferable to a gift of cash?
• When can be cost of college be deducted as a business expense?
• Why should upper-income clients fill out the Free Application for Federal Student Aid (FAFSA)?
• When will a loan to a college student increase the lender’s income taxes?
• Why is a home equity loan to pay college costs more advantageous than other kinds of borrowings?
• How will saving for college through multiple Section 529 plans benefit clients?
• How does a Coverdell Education Savings Account compare to a Section 529 plan as a college savings vehicle?
• When does reporting the interest on education savings bonds sooner rather than later make tax sense?
• Which college expenses qualify for the education tax credits?
• How did the new health reform law affect student loan programs?

The appendices contain Education Tax Facts, a list of available Section 529 plans and contact information, a glossary of key terms, useful websites, and other aids to education planning.

Chapter 1 Income Taxation of Students and Their Parents
Chapter 2 Family Gift-Giving
Chapter 3 Taxation of Trusts and Custodial Accounts
Chapter 4 Section 529 Plans
Chapter 5 Coverdell Education Savings Accounts
Chapter 6 Education Savings Bonds
Chapter 7 Education Tax Credits
Chapter 8 Deduction for Education Expenses
Chapter 9 Tapping Family Resources
Chapter 10 Financial Aid
Chapter 11 Scholarships and Fellowships
Chapter 12 Student Loan Tax Incentives
Chapter 13 Employer-Provided Education Assistance
Appendix A Education Tax Facts for 2011
Appendix B Education Tax Benefits Chart
Appendix C Glossary
Appendix D State Section 529 Plans
Appendix E Coverdell ESA Trust (Form 5305-E)
Appendix F Coverdell ESA Custodial Account (Form 5305-EA)
Appendix G FAFSA Form
Appendix H Directory of State Education Resources
Appendix I Helpful Education Planni

If you would like more details about this product, or would like to order a copy online, please click here.

COURSE 2 (Advocis 232)
CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

If you would like more details about this product, or would like to order a copy online, please click here.

Rotch Library - NA2000.T47 2019

I’ll say this — time off between episodes certainly gives us plenty to talk about. In our 45th, almost hour–long, outing behind the mics we welcome new members to “the club“, discuss Kieran’s move into the world of coffee capsule commerce, ponder on new forms of web education, and learn more what Kieran receives in the post!

• David McCann
• Matt Wilmott
• Colonna Coffee
• Oliver Lindberg
• The New Digital School
• Lecture In Progress
• Lecture In Progress Kickstarter
• Web Teaching Day
• How to Survive as a Web Designer Beyond 2020

Australia. Parliament. Senate. Select Committee on Stillbirth Research and Education

Mathews, Donald K

Australia. Parliament. Senate. Education and Employment References Committee, author, issuing body