The Scenario: A Refund of College Fees May Trigger Taxes On A 529 Plan Distribution
The COVID-19 outbreak has forced most colleges and universities to physically close, resulting in millions of students receiving partial refunds for tuition and associated fees. However, this could also create a tax dilemma for those that used 529 plan distributions to pay for this year’s schooling... Continue Reading
The fashionable history of social distancing
As the world grapples with the coronavirus outbreak, "social distancing" has become a buzzword of these strange times. Instead of stockpiling food or rushing to the hospital, authorities are saying social distancing - deliberately increasing the...
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