Utilizing Tax Strategies To Save On College
Tax Moves to Make When Little/No Aid is Available
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When to utilize tax strategies to increase their effectiveness
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Which credits are most applicable and geared toward educational expenses
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How to still acquire these tax credits when you no longer fall within the income parameters to do so
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How business owners can take advantage of certain tax strategies beyond what others can, while also increasing the effectiveness of certain other tax breaks
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Learn how adding these tax strategies together can oftentimes yield better results than going the route of financial aid
Ian is a Certified Financial Planner™ and partner at Mellen Money Management located in Ponte Vedra, FL. Mellen Money Management is a financial planning firm that specializes in helping Gen X & Gen Y parents around the problems of college funding while also helping them preserve their own wealth towards retirement and other life goals.
Ian attended Colgate University for his undergraduate education and received his MBA from the Crummer School of business at Rollins College. He currently resides in Nocatee, FL with his wife Nikki and daughter Emilia.