College Planning
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| Borland Benefield will help you find the best tax benefit strategy for funding your loved one's education. |
There are a variety of tax benefits that you should be using to help in planning one of the most important investments you’ll make in your lifetime, the financing of your child’s or grandchild’s education.
Borland Benefield helps families and individuals to maximize these available tax benefits, such as 529 Plans and Uniform Gift/Transfers to minors.
There are qualified state tuition credits set up to help provide for a child’s future higher education expenses. Not all breaks, however, may be used in the same year and use of some benefits may impact your ability to take advantage of other college funding avenues.
Only by careful planning and a complete knowledge of your options can we determine which opportunities should be applied to your situation, and how to build you college funding into your overall financial strategy.
To learn more about the many available tax and funding resources for helping you finance a loved one’s college education, schedule an appointment with your Borland Benefield advisor.
For more information, please contact John Wilson (jmw@borlandcpa.com) in Birmingham at 205-802-7212, or Dena Davis (dwd@borlandcpa.com) in Florence at 256-767-3555.