Tax Planning

Tax tips for parents with kids heading to college this fall

When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.
August 5, 2026
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A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your children or even their grandparents) once your child begins attending college […]
#CollegePlanning, #EducationTaxCredits, #TaxPlanning
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Tax Planning

Saving for college: Tax breaks and strategies your family should know 

Large, calculator, shaped, like, a, graduation, cap, with, the, word, "TAX," displayed, on, its, screen. A, man, in, a, suit, leans, against, the, calculator, holding, a, large, pencil. To, the, right, the, word, "savings," is, written, in, cursive. The, background, is, a, beige, color, with, small, white, clouds, scattered, throughout.
January 10, 2025
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As higher education costs continue to rise, you may be concerned about how to save and pay for college. Fortunately, several tools and strategies offered in the U.S. tax code may help ease the financial burden. Below is an overview of some of the most beneficial tax breaks and planning options for funding your child’s […]
#529Plan, #CollegePlanning, #CoverdellESA, #EducationSavings
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