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Joseph Hurley

Joe Hurley launched in 1999 while working as a tax CPA in Rochester, New York. He wrote and self-published the book "The Best Way to Save for College--A Complete Guide to 529 Plans", now in its eleventh edition with over 100,000 copies sold. Through the years Joe and his wife Ginny opened accounts with 529 plans in 34 states for their two children, both of whom are now graduated from college. (The reason for so many different accounts was to facilitate research of 529 plans.) Joe now spends his full-time at Kettle Ridge Farm (maple syrup, honey, and shiitake mushrooms), though you may still see him occasionally at


The January Question

Can we reimburse ourselves out of our child's 529 plan without be subject to taxes or penalty?


Oops, I withdrew too much 529 money!

There are many situations where an account owner can accidentally withdraw too much money. Hereís what you can do


A Tale of Two 529 Mistakes

What to do when a client takes a distribution when they didnít mean to, or forgot to file the 5-year election


A tax strategy that will surprise you

This article explains a scholarship tax strategy you may not have thought about.


How to gain financial-aid expertise

Letís face it. Nearly all of your clients with school-aged children are concerned about college financial-aid eligibility, whether or not they should be. By that I mean many of your clients will never qualify for needs-based financial aid, simply because their income is too high. Yet they may still turn to you, their financial advisor, for guidance. Here's how to quickly gain financial-aid expertise.

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