08/13/2026
If you have a child getting ready for college, the tax side of things can get complicated fast. Many rules overlap, and it’s easy to miss opportunities or run into surprises without a full picture.
Our team at The Callen Accounting Group put together a simple breakdown to help families understand how factors like dependency status, education credits, 529 plans, scholarships, and student income all connect. Each piece affects the others, which is why a big-picture approach matters.
If you’re not sure how these rules apply to your situation, we’re here to help. Give us a call and let’s walk through it together.