Troy Onink
UPDATED FOR 2010! 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.
Troy Onink
UPDATED FOR 2010! Part 2 reviews the basics of gift tax and the tax treatment of stock compensation in your financial planning for higher education.
Troy Onink
UPDATED FOR 2010! As college tuition and expenses rise, funding and tax strategies for middle-class families are shrinking, even with the new education credits adopted in 2009. 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.
Deborah Jacobs
BusinessWeek
A Health & Education Exclusion Trust can pay university tuition for one or several generations and avoids problems with the generation-skipping transfer 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.
Marie Leone
CFO
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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Tax 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.
