Taxes
529 Plans: Refunds for University Expenses
In response to COVID-19 restrictions, some universities are issuing partial refunds for the semester. These refunds could be associated with expenses such as room & board, meal plans, and/or tuition.
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View our Tax Reference Guides for previous tax years along with our updated guide for the 2022 tax year. Contact our office with any questions you may have
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Curious about our tax efficiency expertise? GTet in touch with the professionals at Collegiate Capital Mangement to schedule your free consultation session.