Should Clients Use a CUTMA Account to Save for their Children’s Education?

‍Should Clients Use a CUTMA Account to Save for their Children’s Education?: Discusses the estate and financial implications of CUTMAs and alternatives to correct problems from the use of CUTMAs. Published in November 1999 Monthly Statement of California Society of CPAs.

Becoming a Client

A simple 3-step onboarding process

1) Request a free consultation & submit tax documents

After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we’ll schedule a time for your initial planning call.

2) Consultation & tax projection review

In this meeting, we’ll review your situation and determine where and how we can add value. We’ll discuss which services may align best with your current & future needs.

3) Prepare proposal

After meeting and reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings and the different strategies we recommend.

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