My 2 Cents on College Night

This is the time of year when high school guidance counselors and representatives from various colleges meet with the parents of high school students preparing for college. They give tips about how to best conquer the application process and how to apply for financial aid.  Often, these representatives will advise against hiring a professional to […]

When Do I Begin the College Financial Aid Process?

The number one question we are asked by almost everyone is “when do we begin the financial aid process?”  Preferably, the process should begin when the student is in their junior year of high school.  Many families get hit with the reality of college in the senior year of high school and this is fine, […]

Attention: Accountants and Financial Planners

We all understand that our clients have different needs at varied stages of life.  Here are a few issues with which you need to be familiar in helping your clients plan for college:   Don’t automatically use a Form 1040 if the family is eligible to file a 1040A or 1040EZ.  Using the simplified tax […]