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Two new surveys highlight the differing financial situations of older and younger adults.
June 1 -
Now that its springtime and the birds are chirping, its important for your tax clients to consider education-related expenses when applying for federal financial aid.
May 20 -
A bipartisan group of lawmakers in both the House and Senate are asking the Internal Revenue Service and the Treasury Department to remove the barriers to providing tax-exempt refinancing options for student debt.
May 6 -
Financial stress rates for U.S. workers are among the highest they have been over the last five years, as workers contend with greater financial burdens and debt, according to a new survey by PricewaterhouseCoopers.
April 19 -
Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.
February 18 -
Rep. Tom Reed, R-N.Y., has proposed to require nonprofit colleges and universities to dedicate 25 percent of their annual endowment income to financial aid. If they dont, they could lose their tax-exempt status.
January 11 -
The Internal Revenue Service is giving educational institutions a pass if they fail to include the correct taxpayer identification number on a students tuition statement form.
January 7 -
By now our kids are well into the school year taking part in daily classroom activities. Whether they are learning their A-B-Cs or studying advanced calculus, as parents it is up to us to teach our kids one of lifes many great lessons: money management.
December 22 -
Blucoras $580 million acquisition of HD Vest Financial Services promises to open up new opportunities for tax professionals who work with the brokerage.
October 14 -
The House Ways and Means Oversight Subcommittee held a hearing Wednesday examining the rising costs of higher education and tax policy, including how tax breaks could be a contributing factor behind spiraling tuition costs.
October 7