There’s No Place Like College: Tax Planning for Education

Jun 8, 2026 - Jun 8, 2026

09:15 AM - 10:05 AM

California Society of Tax Consultants
2026 Summer Symposium
Register: https://cstc.memberclicks.net/2026-summer-symposium
CE: 1 hour

Education remains one of the largest financial decisions families face. This session reviews planning opportunities including 529 savings, AOTC Credits, tuition deductions, student loan repayment, and more. We’ll learn how to maximize benefits, avoid pitfalls, and support clients through every stage of education financing.