College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin
     Business-owner whose child WILL NOT QUALIFY for financial aid


Family Situation
  • Annual Business Income of $169,000
  • Assets = $141,000 home equity, $391,000 Retirement Accounts, $12,000 in savings/checking,
    Business equity of $425,000, $50,000 in mutual funds.
  • Consumer debt of $38,000
  • Student income of $4,500 and a 529 plan worth $9,600

Goals
  • Focus on getting the business to pay for college without hurting cash flow and use as many pre-tax
    dollars as possible to pay for the annual cost of college.

Solutions
  • Tax-free fringe benefit strategies were utilized as well as educational tax incentives.
  • Loan consolidation strategies that allowed them to increase personal cash flow were utilized.
(Note: Specific Strategies Utilized are proprietary to College Funding Strategies, Inc.)

Results
  • A substantial increase in tax savings ($24,000 per year) were realized which virtually allowed the
    student to attend a private university in conjunction with specific scholarships at no out of pocket costs
    for the parents.
  • Personal cash flow was increased without robbing the business for college expenses.
  • A hands on student profile and assessment was completed to ensure the student was starting out with
    the best possible chance of hitting their major and career choice.
     

                                                                    Case Studies Main Page
Case Studies - Category 3
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Strategies You Can Apply
Employ your child, if under the age of 18. Earned income
is not subject to Social Security tax if employed by the
parents. Consult with your tax advisor on all issues relating
to taxes.