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Student Loans And The Tax Return

  • 17 Nov 2022
  • 5:00 PM - 7:00 PM
  • Zoom

Registration

  • For MaSEA Members in good standing.
  • For NAEA members only.
  • For those who are NOT a current MaSEA member or NAEA member.


Student Loans And The Tax Return

With Jack Wang

When: November 17, 5PM-7PM

Where: Via Zoom

Most tax professionals think about adding the student loan interest on the tax return as a deduction but the tax return plays a bigger role in student loans. From being the basis of qualifications to determining forgiveness, this class will cover the intersection of the tax return and the loan. It will also discuss MFJ versus MFS to better serve clients. 

Attendees will receive 2 IRS CE credits for attending this course. You will be required to answer poll questions in order to receive credit. If you do not answer the sufficient amount of questions, you will NOT receive credit. 

*Please Note, if you have signed up for the MaSEA CE Special, you will automatically be added to this event and receive a confirmation during the week of 11/07/2022. This course is non-refundable and will not be recorded. Please plan accordingly.*

*MaSEA members, please use the email address that was used to create your NAEA membership to ensure that you receive the membership discounted price.*

About Our Speaker

For almost 15 years, Jack Wang has been an expert in helping families with navigate the complex financial aid system in order to lower the cost of college and develop strategies pay for college efficiently, while still being able to maintain their lifestyle. Post graduation, he helps families with strategies on the best ways to pay off student loans. He’s helped hundreds of families and students throughout the US navigate financial aid, student loan options, and payment strategies. 

Wang has been quoted in publications such as Forbes, Yahoo Finance, and on sites including GoBankingRates and College Covered. He's also been a guest on numerous personal finance podcasts and is the host of the coming Smart College Buyer podcast. You can also find him speaking to employees of large organizations, such Harvard University, Tufts University Medical Center, City of Boston, New England Aquarium, New England College of Optometry, and Mercer Consulting.  

Jack studied finance at the University of Texas at Austin. He is involved with various financial aid organizations, regularly consults with other financial professionals on financial aid and student loan topics, and speaks to community groups on college access and finance.

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