TAX
PLANNING STRATEGIES FOR COLLEGE FUNDING
AND MAXIMIZING FINANCIAL AID
Congress
has enacted a number of new tax laws to encourage tax savings and deductions
for individuals regardless of their income. Whether you have children
or would like to help your grandchildren, learn the latest techniques
for providing great benefits.
Major topics include:
- Planning after
the 2001 Tax Act.
- Using the Hope
tax credit, Lifetime Learning credit, education savings accounts, and
Roth and regular IRAs to maximize tax benefits.; what the final regulations
say.
- Planning
for deductible interest expenses and the best ways to borrow money for
college.
- Saving
for college through prepaid state tuition programs or private programs.
- New opportunities
to finance secondary education.
- Financial
aid forms -- Issues and answers in filling out the forms.
- Scholarships,
grants, and other ways to fund college expenses.
- The latest
issues and planning points.
- Finding
the best sources of financial aid through the Internet.
For complete
information about this course, including pricing, please call (610)
688-4477 ext. 22 or email SmithC@cpenow.com.
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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com
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