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The Base Years Change Everything!

This article is slated to be updated with the latest FAFSA, Scholarship, and Financial Information. For more updated information, please refer to our 2023 and 2024 articles. As a tax accountant and financial planner for over 25 years, on many occasions, I have found that my usual tax and financial planning recommendations are significantly affected when I learn that my clients are approaching the base years for their college-bound children. (The base year is the calendar year immediately preceding the…

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