College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and you pick up a few tips from us on how to use your household cash.

It’s not too late!

Our College Financial Planning Services can help you…

  • Learn how to gain financial aid even if you don’t qualify for need-based money.
  • Use the IRS to pay for up to $9,000 of your student’s money for college.
  • Learn that private colleges can be just as affordable as state colleges, even when the initial tuition amount is more than twice as much.
  • Earn money while searching for money to pay for college.
  • Pay for college, save thousands toward retirement, and pay off your mortgage in record time!

College is an investment in your child’s future. It may be tempting to take the loans that are offered in abundance to pay for this critical investment in your child, but loans are not the only option.

Ask to speak to one of our College Financial Planning Specialists for information that could be valuable to your future, as well as that of your child.

Let Us Help:

Leadership and Empowerment for Business Owners: A Story

You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...
Read More

Should I Extend Credit To My Atlanta Customers?

Before I get into the slippery slope I'm referring to, how are things for you these days? How's business going? I'd love to hear an update... so click the email at the top of the page and send me a note to let me know.And on that note, I’d also love to hear...
Read More

Work From Home Policy for Atlanta Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets me every year, but I do hope that it provided a little extra rest on the front end of a busy fall season.I mentioned in one of my recent notes another piece of...
Read More

Why The Wealthy Create Private Family Foundations & Public Charities

Private Foundations and Public Charities differ of public involvement. Public Charities usually receive most of their donations from the general public or government and taxpayers can usually deduct 20% to 60% of their adjusted gross income for charitable donations....
Read More

Can You Benefit From An Upreit?

Umbrella Partnership Real Estate Investment Trusts (UPREIT) allows property owners to exchange their property for share ownership in an UPREIT, usually  are subject to Internal Revenue Code (IRC) Section 721 exchanges and are deemed a REIT under standard accounting...
Read More

What You Should Know Before Hiring Your Spouse

Hiring your spouse can mean big tax savings but not if you don’t do it correctly. Here’s what you need to know. Compensate Your Spouse Primarily in Tax-Free Employee Benefits, Not Taxable Wages.  Cash wages are fully taxable so concentrate your spouse’s compensation...
Read More

What The Super Rich Invested in During the Tough Economic Conditions of 2022

Real estate, currency trades, and market timing  are the common denominators of how ultra-high net worth individuals grew their net worth last year. More than 500 private bankers, industry experts in real estate, wealth advisors, and family offices who were surveyed...
Read More

Increase Your Profits By Changing How You Collect Rent

The way by which your tenants pay your rent bills can make a difference in how much profit you make month to month. Instead of focusing on simply ensuring all outstanding rent is paid, consider your monthly processing costs for rent: postage costs, paper, the cost of...
Read More

Can I Deduct My Cleaning Man Or Woman?

Are you getting the most out of your home-office deduction? If you’ve got a cleaning woman (or man) who keeps your house and office spic and span,  do you need to pay a “Nanny Tax” on this service or can you classify this expense as a Independent Contractor? The...
Read More

Facing the AI in Business Trend in Your Atlanta Business

Since the release of ChatGPT in November of last year, headlines about AI in business have been incessant. One of the biggest controversies is whether or not AI is a threat to the job market. Lots of differing opinions on this one, and time will soon reveal...
Read More

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us