You and your family can look to the future far more positively when you have a well-planned strategy for education costs. With a plan that features tax-savvy investment advice and guidance, you can realize your education funding goals and reap the benefits they deliver. As your CPA firm, we can:

•    Create a timely, diverse college investment strategy designed
around your financial resources, child’s age, risk tolerance and
projected educational costs

•    Explain tax credits and deductions that can defray education
costs, and the tax implications of education-related investment
and savings decisions

•    Recommend ways for the student to become involved in the
planning process and contribute to the education fund

•    Keep your plan updated to reflect changes in your employment
situation, investment options, savings plans, financial aid
requirements and tax laws