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. A podcast of our interview with the author is included.
Part 2 reviews the basics of gift tax and the tax treatment of stock compensation in your financial planning for higher education. A podcast of our interview with the author is 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. A podcast of our interview with the author is included.
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.
Smart tactics for coming up with money for college expenses.
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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