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Brian Boswell

529 Expert, LLC
President
brian@529expert.com
(339) 221-6207

529expertllc
Brian has worked with 529’s in many capacities since 2001. At 529 Expert, LLC he is responsible for providing his expertise in 529 plan construction, distribution, and sales to college savings stakeholders. Previously, at Savingforcollege.com he was responsible for all things 529, including contributing content, quarterly rankings, and media relations. Brian served as Director of Advisor Distribution to Ascensus College Savings, the leading administrator of 529 savings and prepaid plans for eight years, and previously was Subject Matter Expert for educational savings research at Financial Research Corp. Brian has been quoted in leading publications including The Wall Street Journal, Reuters, and Investor’s Business Daily, among others. Brian received two Bachelor of Science degrees from Rensselaer Polytechnic Institute. He is a father of triplets with significant higher education expenses in his future.

About Us: At 529 Expert, LLC, Brian Boswell provides his expertise in 529 plan construction, distribution and sales to college savings stakeholders.

Archived Webinars Offered

THE STATE MATTERS! EDUCATION PLANNING WITH 529s

Date RecordedAugust 21, 2019  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesSee below  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other