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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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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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