Session Overview

The One Big Beautiful Bill Act (OBBBA) signed into law in 2025 has reshaped the financial planning landscape for higher education. From new tax-advantaged savings accounts to permanent employer loan repayment benefits and federal aid reforms, these changes present both opportunities and challenges for families, students, and financial professionals.

This timely webinar will break down the latest education-related tax provisions and teach you how to adapt your strategy to maximize savings, reduce debt, and take full advantage of the 2025 reforms.

Session Highlights:

• American Opportunity Tax Credit (AOTC) & Lifetime Learning Credit (LLC) refinements under OBBBA—eligibility, limits, and coordination rules
• Introduction of MAGA Education Savings Accounts: tax-deferred growth, contribution caps, and government seed deposits
• Employer Student Loan Assistance made permanent and indexed for inflation from 2026
• Endowment Tax increase on large private universities—possible tuition and aid implications
• Major Federal Student Aid overhauls: new loan limits, repayment caps, elimination of Grad PLUS loans
• Pell Grant expansion to short-term workforce programs with boosted funding
• Strategic planning to align tax benefits, grants, and loan programs under the new law

Why You Should Attend:

• Stay compliant with the latest 2025 education tax law changes
• Capitalize on new programs like MAGA accounts to grow education savings faster
• Adjust your funding plan to reflect updated aid rules and loan restrictions
• Mitigate tuition impact by understanding how institutional tax changes may affect costs
• Gain expert-driven, actionable strategies for both immediate and long-term planning

Key Takeaways from the Session:

By the end of this webinar, you will:

• Know how to claim and optimize AOTC & LLC under the new OBBBA rules
• Understand the structure, benefits, and limitations of MAGA Education Savings Accounts
• Incorporate permanent employer loan assistance into repayment strategies
• Navigate federal aid changes that may affect eligibility and borrowing power
• Create a comprehensive funding plan combining savings, tax credits, grants, and repayment programs

Who Should Attend

• Parents & Guardians building or revising education savings plans
• Students & Recent Graduates seeking cost-effective funding and repayment strategies
• Financial Planners & Advisors advising clients post-OBBBA
• Tax Professionals updating their expertise in education-related credits and deductions
• Employers & HR Leaders offering education and loan repayment benefits