White Papers
Guide to Education Tax Savings
We are pleased to present this compilation of articles titled “Guide to Education Tax Savings”, updated for The Further Consolidated Appropriations Act of 2020 and the Consolidated Appropriation Act of 2021 (CAA).
The cost of education continues to be one of the most daunting expenses parents face when raising children. Congress has heard the voter’s cry and keeps expanding education tax incentives to make it easier to save and pay for education costs. The articles in this book explain the various alternatives one can consider to either save or pay for education costs of one’s family.
The topics contained in this booklet involve sophisticated financial and tax planning concepts and, due to the dynamic nature of our tax law, are time- sensitive. Before applying any of these concepts to your situation, we recommend that you contact us, since the information may or may not be applicable to you and may have been impacted by law changes subsequent to the initial publication of each article. We will be able to advise you in the context of your specific circumstances.
Please contact us for future updates or if you have any questions.
