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.