529 plans are a flexible and tax-efficient way to invest in your child’s education. However, certain rules—such as those regarding gift taxes or changes in beneficiaries—can be complex.

If you’re considering a 529 plan and want to make the most of its tax benefits, let’s talk.

As the year winds down, December is the perfect time to get a head start on tax season. By taking a few proactive steps now, you can save yourself stress and potentially even money when it’s time to file your taxes. Here’s how you can prepare in December to ensure a smooth tax season.