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

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

IRS Program #: NA
2022 Tax Planning for Student Loan Repayment and Forgiveness - Sponsored by PayForED
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

Fred Amrein

Fred is the founder/CEO of 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.

PayForED has developed the first comprehensive college funding and student loan repayment platform for financial professionals that provides software, training, and outsourcing. The PayForED mission is to prevent and solve the student debt crisis.

Fred has an MBA in Finance from Saint Joseph’s University and BS in Accounting and Marketing from Saint Joseph’s University. Fred is the author of a book and numerous CFP approved training programs. He has been quoted WSJ, Money Magazine, US News and other national publications.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at IRS Requirements for live webinars require at least 50 minute per hour attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.