Education Planning

 

You and your family can look to the future far more positively when you have a well-planned strategy for educational costs. With a plan that features a CPA’s tax-savvy investment advice and guidance, you can realize your education-funding goals and reap the benefits they deliver. At Lizza & Associates we can help to:

 

  •  Create a timely, diverse college-investment strategy designed around your financial resources, child’s age, risk tolerance and projected educational costs.

 

  • Explain tax credits and deductions that can defray education costs and the tax implications of education-related investments and savings decisions.

 

  • Recommend ways for the student to become involved in the planning process and contribute to the educational fund.

 

  • Keep your plan updated to reflect changes in your employment situation, investment options, savings plans, financial-aid requirements, and tax laws.

Headquarters:

1099 Wall Street West

Suite 170

Lyndhurst, New Jersey 07071

 

Copyright © 2019 Lizza, Kmetz & Associates LLP

Hoboken Office

306 Washington Street

Suite 203

Hoboken, New Jersey 07030

 

Follow Us

  • Facebook App Icon
  • Twitter App Icon
  • Yelp! App Icon

Check your Federal Refund... click here