Why Student Loan Planning Belongs in Your Tax Practice - 0.2 CPE

For clients with federal student loans, a tax return is more than a record of past income—it can directly influence future loan payments. Tax planning decisions involving adjusted gross income, filing status, and retirement contributions may significantly affect a client's repayment obligations.

Learning Objective

Evaluate tax planning strategies that may influence federal student loan repayment and forgiveness outcomes.

Course Description

This nano-learning course examines how tax planning strategies can affect federal student loan repayment, forgiveness, and overall client cash flow.

Best Suited For

Tax and accounting professionals advising clients with federal student loans, income-driven repayment plans, changing filing statuses, or long-term tax and financial planning needs.

Why This Matters

Tax planning and student loan planning are closely connected. Understanding how adjusted gross income, filing status, retirement contributions, and loan forgiveness rules interact allows practitioners to provide more comprehensive advice and help clients avoid costly financial surprises.

Author / Instructor

Mike Gleeson, MST
Mike Gleeson is Director of Tax Intelligence at CountingWorks PRO, where he helps lead the development of tax research, educational content, and AI-powered tax guidance tools. He holds a Master of Science in Taxation and has experience in tax policy, government affairs, and professional tax education.

Course Details

This course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

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Expand Your Student Loan Planning Expertise

Start with Why Student Loan Planning Belongs in Your Tax Practice and discover how tax planning decisions can influence student loan repayment, forgiveness, and long-term client cash flow.