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Every week we update our News and Articles section with current events. Topics range and all categories can be found listed below. Please feel free to contact us with comments or suggestions for topics you think we should discuss.

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Take Advantage of the Education Tax Credits

For those with children in college, or those enrolled in college themselves, it’s important to understand the education tax credits. With so many options available when planning for education costs and available credits it is important to review all planning strategies with a professional advisor.

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What You Need to Know about Student Loan Interest

You can claim a deduction for student loan interest whether you claim the standard deduction or you itemize your deductions since it is an adjustment to income. If you are planning to finance a college education for yourself or a family member it's important to know the rules so that you get the maximum benefit allowed.

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Education Planning Update: NYS 529 ALERT

The Tax Cuts and Job Act of 2017 added the ability for state 529 plans to qualify withdrawal expenses to include up to $10,000 per year per beneficiary for tuition at any public, private or religious elementary or secondary school. But, not all states chose to participate in this change and amend their laws, including New York State.

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Tax Reform Adds Education Benefit

Tax law provides two tax-advantaged savings plans for the Qualified State Tuition Plan (commonly referred to as a 529 Plan). They are similar in that contributions to the plans are not tax deductible (although some states do allow a deduction for contributions to their plans) and the earnings are tax deferred and tax free if used for qualified education expenses.

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