Section 529 – The Burns Firm – Advisors of Complex Financial Matters

7 Breaks for Families Under the New Tax Law

August 7th, 2025|Categories: Adoption, Adoption Tax Credits, Burns Firm, Child Care Credit, Child Tax Credit, CPA, CPA Dallas, CPA near me, Dallas CPA, Dependent Care Credit, Dependent Care credits, Dependent Care FSAs, Dependents, Section 529, Trump Accounts|Tags: Adoption Credit, child and dependent care credit, child tax credit, CPA, CPA Advisor, CPA Dallas, CPA firm in Dallas, cpa near me, Credit for Other Dependents, dependent care FSA, section 529 plans, tax, tax advisor, tax breaks, Tax Breaks for Families, The Burns Firm, Trump Accounts|

The One, Big, Beautiful Bill Act (OBBBA), which was enacted on July 4, generally extends and expands tax provisions that were scheduled to expire at year end. Here are [...]

Unlock Your Child’s Potential By Investing in a 529 Plan

October 10th, 2024|Categories: 529 Plan, Accountant, Burns Firm, College Savings Plan, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Education, Section 529, Services, Tax, Tax Advisor, Tax Rules, Texas CPA, The Burns Firm|Tags: 529 plan, College Saving Program, cpa near me, Dallas CPA, Qualified Tuition Program, tax, tax advisor, Tax-Free Distribution from College Saving Plan, Tax-Free Tuition Plans, Texas CPA, The Burns Firm|

If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code [...]

6 Tax-Free Income Opportunities

September 24th, 2024|Categories: Accountant, Burns Firm, Business Stocks, College Savings Plan, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Gift Tax, Income Tax, Inheritance, IRA, Section 529, Tax, tax accountant, tax accountant near me, Tax Advisor, The Burns Firm|Tags: Are Business Stock gains tax-free, CPA, CPA neaer me, Dallas CPA, Gifts and Inheritance tax, Income, Roth IRAs, tax, tax advisor, tax-free income, Texas CPA, The Burns Firm|

Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your pocket without current federal [...]