Financial Strategies for Education:

Financial Analysis for Small business Owners and Non-Eligible Financial Aid Families

Determine possible alternative eligibility for financial aid programs.

Recommended strategies to contemplate:

• Control of factors that effect financial aid eligibility.
• Gift planning of appreciated assets.
• Compensation alternatives for the student.
• Long-term gifting programss.

Evaluation of a variety of colleges that conform to education and financial needs.

Our procedures incorporate:

• The filing of all necessary financial aid forms.
• Process verification of the application forms.

Typical recommendations include:

• Enhancement of eligibility for Hope and Lifetime Learning Education Tax Credits.
• Maximize Tuition and Fees Deduction and Student Loan Interest Tax Deduction.
• Analysis of benefits of the Coverdell Education Savings Account (ESA) and penalty-free withdrawal from traditional Individual Retirement Accounts (IRA).
• Provide sources of information for clients to search and locate merit scholarships and grants from private sources and colleges.
• Investigate the potential for tuition discounts. Analysis of Federal, private and alternative loan Programs.

Explore ways to accelerate time in college. Gifting analysis for grandparents and other family members s

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