Client Portal Login 
Pay Bill 
Education Benefits Help Attract, Retain and Motivate Your Employees
One popular fringe benefit is an education assistance program that allows employees to continue learning and perhaps earn a degree with financial...
Call Us Today!
(707) 546-0272
education
Investing In The Future With A 529 Education Plan
If you have a child or grandchild who’s going to attend college in the future, you’ve probably heard about qualified tuition programs,...
Providing Education Assistance to Employees? Follow These Rules
Many businesses provide education fringe benefits so their employees can improve their skills and gain additional knowledge. An employee can receive, on...
Are Scholarships Tax-Free Or Taxable?
COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even if it’s...
529 Plans Offer Two Tax-Advantaged Education Funding Options
Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid tuition plans,...
Expanded Use of 529 Account Funds
Under pre-Act law, funds in a Code Sec. 529 college savings account could only be used for qualified higher education expenses. If funds...
