529 플랜으로 자격증·직업교육(학위 없는 과정) 비용도 세금 없이 쓸 수 있을까? — 2025~2026 최신 기준으로 “가능/불가능” 실무 정리 (Updated: Jan 2026)
2025 OBBBA 이후 529로 자격증·직업교육(학위 없는 과정) 비용을 세금 없이 쓰는 조건, 연도 매칭 경고, 체크리스트를 EA 실무 기준으로 정리.
Part 7: Your Employer Can Pay for School Tax-Free — 2025 Education Benefits Every Worker Should Know
A complete 2025 guide to employer education benefits, §127 tax-free assistance, and work-related education deductions for employees, S-Corp owners, and self-employed taxpayers.
Part 6: The Hidden Education Tax Breaks: IRA Penalty Exceptions & Tax-Free Savings Bond Interest
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.
Part 3: 2025 AOTC & LLC Master Guide — How to Unlock the Biggest Education Tax Savings
A practical 2025 guide explaining how AOTC and LLC work, how to avoid overlapping expenses, and how to maximize credits for multi-student households.
Part 2: 2025 Scholarship & Grant Tax Rules — A Clear Guide to Avoiding Hidden Tax Surprises
A practical 2025 guide explaining how scholarships and Pell Grants become tax-free or taxable—and how smart allocation can unlock larger education credits.
Part 1: The Ultimate 2025 Education Tax Roadmap — Maximize Credits, Scholarships, 529 Plans & Student Loan Savings
A complete 2025 education tax roadmap explaining scholarships, AOTC, LLC, 529 plans, loan deductions, and how to avoid overlap to maximize savings.