2022 Tax Planning for Student Loan Repayment and Forgiveness - Sponsored by PayForEd

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Description

2022 Tax Planning for Student Loan Repayment and Forgiveness - Sponsored by PayForED

CE: No IRS CE

Speaker: Fred Amrein

Provides tax preparers the insights and strategies linking student loan repayment to personal and business taxes. The new legislation will automate the IRS tax information with many Department of Education systems related to loan repayment, forgiveness, and the FAFSA. This new automation will be implemented starting in Mid-2023 using 2022 tax information. This new knowledge will utilize your tax expertise and improve your clients' financial future. The loan servicers are legally unable to provide this advice.
In addition, your business customers are adopting student loan repayment programs due to other recent legislation that tax professionals need to understand. Both changes are in conjunction with the repayment restart. After 33 months of National Forbearance, this is a great opportunity to build your business based on your current tax expertise.

Learning Objectives:

Importance of 2022 taxes due to the new student loan legislations
Timing of tax filing and filing status to student loan repayment and forgiveness
How to implement this new service in your practice
Adoption of Student Loan Assistance Benefit for Business Clients

Contributors

Fred Amrein

Founder/CEO
PayForED

Fred is the founder/CEO of PayForED.com. He is a nationally recognized expert in the entire college funding and student loan repayment process. Fred’s unique approach helps students and parents envision the financial outcome of a college education. He brings together the financial aid process, college saving plans, educational tax strategies, student financing and the loan repayment options.

Under Fred’s direction, PayForED has developed the first comprehensive college funding and student loan repayment platform that provides software, training, and consulting. The company mission is to prevent and solve the student debt crisis. He has the most CFP approved courses related to student loan repayment, forgiveness, financial aid, and college affordability. PayForED has been recognized as a CFP Quality Partner since 2017.

He has an MBA in Finance from Saint Joseph’s University and BS in Accounting and Marketing from Saint Joseph’s University. Prior to starting PayForED, Fred was a Finance Director for a Fortune 500 company supporting 5 International IT VPs. He is the author of a book and has been quoted in the WSJ, Money Magazine, US News and other national publications. Fred is also an instructor on the Surgent CPE platform.