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A Back-to-School Tax Break Refresher
With college being one of the biggest expenses your clients will face, it only makes sense to help them find some relief from a tax perspective.


With that in mind, Thomson Reuters editor and author Michael Sonnenblick has compiled this quick checklist of tax opportunities to go over with your clients during your next sit-down with them.


The list is brief and general, though, he warned, so for more information, and more specifics, refer to IRS Publication 970. (You can also see the full text version of his list here.)

This originally appeared on Accounting Today, a sister brand to Financial Planning, On Wall Street and Bank Investment Consultant.



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