This session was designed to go over the tax changes impacting college planning.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Analyze the provisions of HR1 and their direct impact on college planning strategies.
- Evaluate the expanded list of qualified 529 plan expenses,.
- Interpret recent updates to federal student loan programs and the 2026?2027 FAFSA.
Major Topics
- HR1 and it's impact on college planning
- Additional qualified expenses for 529 Plans
- Changes in the federal student loan program
- Changes in the 2026-2027 FAFSA
- Changes in the 2026-2027 CSS Profile