Education Tax Planning

It’s never too early to start planning for your child’s or grandchild’s college education. The cost of higher education keeps rising, but that doesn’t have to get you down. We can help you plan ahead to take advantage of your education spending, creating tax savings in the process.

Planning for Education Taxes

There are several tax credits and deductions available when it comes to education tax planning. We will help you choose the best approach based on your financial goals as well as your current and future expected income levels. Including the American Opportunity tax credit and Lifetime Learning credit, we can help you choose the best option for your circumstances.

Oregon College Savings Plan

The Oregon College Savings Plan is a state-sponsored and tax-advantaged 529 college savings plan for families and individuals. We provide consultations on saving strategies as well as on the plan’s gift and estate tax planning benefits.

Contact Us

Our team is fully knowledgeable of all regulations and can assist you with education tax planning. Contact us to learn more about our services.