Double Check The Education Tax Credits When Paying For College!
One of my favorite college planning clients stopped by with her tax return for us to update the FAFSA for her son and we noticed the tax advisor had not used the new American Opportunity Tax Credit for last year, which only has a limit of $2500, if you had qualified expenses of $4000. Asked her to contact them, double check it (we knew they qualified for it), and see what the credit would now be. She called back excitedly, since they are now getting an additional $1630 refund for this new credit. Moral of the story – don’t assume all tax preparation is correct and be mindful of changes in the news.
Workshop April 10th, 2010
The next workshop is scheduled for Saturday, April 10th from 10:00 am to 11:00 am, in the Allegheny Room of the Festival Conference Center at James Madison University.
The workshop is free, but the content is priceless! Bring a friend, they’ll thank you.
Register by either filling out the form to the left, or call our reservation line at:
1-888-808-7217.
We look forward to meeting you!