Practical Tax Insights & EA Exam Resources from a U.S. Enrolled Agent
A practical 2025 guide to IRA penalty exceptions and the tax-free Savings Bond exclusion, with smart planning strategies to coordinate AOTC, scholarships, and other education benefits.
A practical 2025 guide to 529 and ESA plans, including tax-free growth, K-12 rules, scholarship coordination, AOTC conflict avoidance, and real EA planning strategies.
A practical 2025 guide explaining how scholarships and Pell Grants become tax-free or taxable—and how smart allocation can unlock larger education credits.