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American Institute of CPAs - Personal Financial Planning (PFP)

Jun 26, 2020

Guest: Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

The coronavirus pandemic brought major changes to higher education. From where to attend classes to exploring the upcoming financial aid filing season, there are a lot of important factors to think through right now. Hear from professor and education planning expert, Ross Riskin, CPA/PFS, in this podcast as he shares new strategies around:

• Using 529 plan distributions for room and board when a child is living at home

• What to know about the FAFSA process for the fall semester

• CARES Act relief provisions and planning strategies for student loan repayments

• Deeper education planning questions that go beyond finances Access the related resources from this podcast:

• The Adviser’s Guide to Education Planning: covers how to get started, tax planning considerations, and special planning considerations for high net worth individuals, business owners, divorced couples, and grandparents. (Free Excerpt)

• Coronavirus (COVID-19) personal financial planning resources

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community and gain access to valuable member-only benefits.

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