CPA Partner Program
Where Tax Planning and College Costs Get Misaligned
Most families make college funding decisions that aren't aligned with how financial aid is calculated. We work alongside CPAs to ensure tax strategy doesn't unintentionally increase what families pay.
Or call Greg directly at 512.524.7671
Your Referral Commission — Per Enrollment
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$600 Platinum+ |
$500 Emerald |
$300 Gold |
$600 Underclass |
Also earn $25–$100 per workshop referral — for clients not ready for full concierge service yet.
There's a Gap in the Financial Planning Process
Your clients rely on you to:
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Optimize taxes This is likely the core of your practice. College planning needs to align with many issues relating to how your clients pay taxes. |
Structure income Income and assets are treated differently in the financial aid process. So like taxes, how income and assets are positioned is vital. |
Make smart decisions Many CPAs provide services and information not directly related to taxes, but you probably try to help your clients make sound financial choices, right? |
But when college funding enters the picture, it introduces a whole set of rules that often aren't aligned with tax planning.
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FAFSA and CSS forms Different forms for different reasons. These forms are the 'man behind the curtain' and completing them with a strategy is critical. |
Timing-sensitive reporting There are countless deadlines that matter in the college process. Missing them can cost families a lot of money and headaches. |
Asset positioning rules that don't match tax strategy Many families overpay for college because they didn't know or understand the rules about assets, and often they aren't aligned with tax strategies. |
Without coordination, even good tax planning can lead to higher college costs unintentionally.
What This Looks Like in the Real World
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Clients assume they won't qualify for aid There are so many myths around financial aid. This is one of the most pervasive — and untrue. |
Income is recognized in the wrong years Knowing when to count what is very important. Misreporting income and/or assets is one of the biggest mistakes families make. |
Assets are positioned inefficiently Using the rules to work in your client's favor saves them money in an already expensive process. How income and assets are positioned makes all the difference. |
The result is often $20,000–$100,000+ in avoidable costs per student.
Where Genesis College Strategies Fits
We coordinate with your tax strategy, not against it.
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Financial aid positioning Financial aid planning is about improving how income and assets are evaluated under college aid formulas, so families don't overpay unnecessarily. |
Asset structuring Having assets in different types of accounts counts differently in aid formulas. Knowing the best and most efficient ways to structure assets is our specialty. |
College funding strategy Just like in tax planning, there's a strategy involved. The same needs to happen for college funding — one of the biggest expenses families will ever face. |
This is not tax preparation — it's strategic coordination WITH tax planning.
Simple, Low-Effort Integration
It's super easy. Seriously.
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1 You identify clients with college-bound students |
2 You make a quick introduction |
3 We handle all planning and execution |
No added workload for you · No disruption to your process · You remain the primary advisor
We do all the heavy lifting. Get started below.
We believe the best partnerships are built on trust and long-term value. We'd love to explore a fit.
Or call Greg: 512.524.7671 · gstevens@genesiscollegestrategies.com
GCS Partner Program participants are independent referral partners — not employees or licensed representatives of Genesis College Strategies. Commissions paid on qualifying enrollments only. · Terms of Participation
