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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
Manage episode 419808568 series 3563191
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In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide invaluable advice for business owners and parents alike. Amber and Katie offer a treasure trove of professional insights, discussing "cheat codes" for tax-free tuition hacks and strategies for effective college planning. Their expertise sheds light on the often overwhelming process of preparing financially for higher education.
Amber Gilsdorf and Katie Cox also explore the concept of "income shifting" and its benefits for business owners. They explain how strategically managing income can help families save significantly on education expenses and even bolster retirement savings. Listeners will gain a clear understanding of how to leverage these financial strategies to their advantage, making this episode a crucial resource for anyone looking to navigate the complexities of college funding. Tune in to learn practical tips and expert advice on college planning, tax-free tuition hacks, and income shifting strategies that can help you plan smarter and achieve your financial goals.
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