SOLUTIONOVERVIEW
Don’t Make the Same Mistake That Cost Parents Thousands
Parents who pay private school tuition by writing a check year after year miss out on thousands in tax benefits.
However, that’s all about to change!
Beginning in 2026, federal law allows families to withdraw up to $20K per child from a 529 plan for K-12 education expenses, doubling the previous limit. This empowers families to plan more confidently for their child’s education funding.
The 529 State Tax Reference Guide is a clear, straightforward blueprint that explains how 529 plans interact with state tax rules and how families can immediately implement a tax-efficient payment strategy for their child’s education.
Turn Private School Education Tuition Into A Tax Advantage!
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ANDERSONADVISORS
What Anderson Can Do For You
At Anderson Advisors, we understand that no two taxpayers face the same challenges—especially as income rises, portfolios expand, and asset protection becomes more complex.
That’s why we don’t use one-size-fits-all solutions. We look at your full picture, then bring together our attorneys, CPAs, and strategists to build a coordinated plan designed to reduce tax liability, protect your income, and shield your personal assets from legal risk.
For decades, our nationally recognized principals—Clint Coons, Toby Mathis, and Michael Bowman—have helped clients navigate an increasingly complex tax and legal landscape with strategies built for long-term protection, growth, and peace of mind.
Our Specialties
Entity Formation
Wills & Trusts
Asset Protection Planning
Retirement Planning
Tax Planning
Business Compliance