EDUCATION

529 Plans Unlocking Tax Advantages and Financial Planning Benefits for College Savings

TAX PLANNING | 08/24/2024 A 529 plan is a powerful, tax-advantaged savings tool designed to help families save for education expenses. Whether for college or eligible K-12 expenses, these plans offer potential tax-free earnings and other significant benefits when used strategically. Starting in 2024, unused 529 funds can even be rolled into a Roth IRA …

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Best Practices for Reducing Tax Risks in Nonprofit Schools

PUBLIC & EDUCATION | 05/22/2024 Independent schools face significant risks if they make tax-related errors, from reputational damage to potential financial sanctions. Even small mistakes on tax filings or missteps in operational activities can force schools to spend months—or even years—on costly damage control. What steps can tax-exempt schools take to mitigate these risks? By …

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