Answers to Clients’ Most Taxing Education Questions

Today’s clients aren’t just saving for their children’s college fund. Here are tax-smart ways to help clients cover the cost of education throughout their lives
By
Randy Gardner, J.D., L.L.M., CPA, CFP®, AEP - Distinguished; Julie Welch, CPA, PFS, CFP®, AEP - Distinguished; and Creyton Vincent

Journal of Financial Planning: March 2024

 

Randy Gardner, J.D., L.L.M., CPA, CFP®, AEP (Distinguished), is a financial educator and founder of Goals Gap Planning LLC.

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Journal: March 2024

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