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.


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


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