The Problem

Columbia University’s Graduate School of Arts & Sciences (GSAS) wanted to partner with an experienced and unbiased educator to develop a holistic workshop series that would help Masters’ and PhD students manage their personal finances.  Additionally, GSAS wanted to provide foundational knowledge to help address unique tax nuances of graduate students, including how to account for stipends and fellowships; however, the university was constrained in its ability to offer individual tax advice to its students.