Instructors Directory > Ross Riskin
Rriskincompany

Ross Riskin
(203) 795-8888
www.rossriskin.com

Dr. Riskin serves as Chief Learning Officer for the Investments & Wealth Institute and his research and professional expertise focus on advice engagement, education planning, and tax and wealth transfer planning for high-income and high-net-worth individuals. He is also the Founder and Chief Creative Officer at visiWealth, and sits on the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC).

Ross is recognized as a thought leader and expert in the areas of tax planning, college planning, student loan advising, and advice engagement, and he is the author of The Adviser’s Guide to Education Planning: 1st and 2nd Editions, which are published by the AICPA. Ross has presented to over 25,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Ross received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.

Archived Webinars

TOP EDUCATION, ESTATE, INVESTMENT, RETIREMENT, AND TAX STRATEGIES VISUALIZED
Recorded Date September 20, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
EDUCATION PLANNING FOR BUSINESS OWNERS FOR THE NEXT DECADE
Recorded Date December 15, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     
PLANNING FOR ALL GENERATIONS: WHAT ADVISORS NEED TO KNOW ABOUT STUDENT LOANS
Recorded Date November 17, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
COLLEGE FINANCIAL PLANNING MADE EASY
Recorded Date October 5, 2021  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
EDUCATION PLANNING FOR THE NEXT DECADE: PRACTICAL STRATEGIES FOR SUCCESS
Recorded Date August 18, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
PLANNING FOR COLLEGE AND HIGHER EDUCATION EXPENSES
Recorded Date June 17, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
A CPA's GUIDE TO ADVISING CLIENTS ON STUDENT LOANS
Recorded Date September 20, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
Linkedin
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

Ross Riskin
Creating Educational Moments That Matter for Financial Planners, Wealth Managers, and Tax Advisors
ross@rossriskin.com

Professional Bio.