Our Services

Educational Services

K & K Tax Services - Services

We can help you implement college saving strategies to meet your children’s or grandchildren's future obligations. When planning for a child’s education we look at asset allocation, tax planning, estate and generation skipping planning, asset protection planning and financial aid considerations.

Coverdell Education Savings Plan: Earnings can grow tax-free. Withdrawals for qualified elementary, secondary and higher education expenses are free from federal tax.

529 Plans:

Earnings can grow free from federal tax. Withdrawals for qualified higher education expenses are free from federal tax.

Uniform Gift to Minors Act/Uniform Transfer to Minor Act Accounts:

These accounts can be set up to allow an adult to contribute to a custodial account in a minor's name.

Trust Services:

We can assist in setting up trust accounts and will work directly with attorneys to ensure that it is set up with provisions you desire.