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Annotated diagram of Schedule DTax errors can be costly! Don't draw unwanted attention from the IRS. Our Tax Center explains and illustrates the tax rules for sales of company stock, W-2s, withholding, estimated taxes, AMT, and more.


Life Events: College Funding


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Articles (Jump to FAQs)

Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 1)

Troy Onink
Podcast included! Your ability to pay for college, and ultimately have more money for retirement, may rest on your company's stock plan and related financial planning. Part 1 helps you understand the impact that equity grants have on financial aid eligibility.

Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 2) This is premium content

Troy Onink
Podcast included! Part 2 reviews the basics of gift tax and the tax treatment of stock compensation in your financial planning for higher education.

Funding Your Child's College Education With Stock Options And Other Stock Grants (Part 3) This is premium content

Troy Onink
Podcast included! As college tuition and expenses rise, funding and tax strategies for middle-class families have become more important than ever. Part 3 focuses on methods to minimize capital gains at sale, planning for the kiddie tax and education credits, and strategies your children can use.

The New Kiddie Tax

Troy Onink
Forbes.com
Congress continues to raise the minimum age at which children are taxed in their own tax bracket rather than at the tax rate of their parents. This limits the gifting of stock to kids to fund their college tuition and expenses, though strategies remain.

Tuition Magicians

Marie Leone
CFO
Smart tactics for coming up with money for college expenses.

Twenty Questions About Paying for College

Peter Karl, Edward Petronio, and Kenneth Wallis
The CPA Journal
Learn about financial aid, tax benefits that arise from funding college tuition, and the tax treatment of various savings methods.

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FAQs (Jump to articles)

To seek financial aid for my children's college tuition, I need to report my income and assets to the US Department of Education on the Free Application for Federal Student Aid (FAFSA). Should I list my stock grants? At what value? This is premium content

As long as the student is considered a dependent of the parent for financial-aid purposes, the parent does have to report stock options on line...

What is the tax treatment for gifts of company stock? This is premium content

It's similar to the tax treatment for any gifts of stock. You may make annual gifts to any number of recipient up to the specified annual amount without any tax impact. Financial advisors often tell clients with substantial stock holding to consider making...

I want to set up a program with my company and broker in which I automatically exercise options and sell stock to pay a regularly expected bill as it's received, such as my child's tuition. Can this prearranged selling plan violate insider trading laws and my company's blackout rules? This is premium content

SEC Rule 10b5-1 now provides an affirmative defense...

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