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529expertllc

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Self-Study CPE
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EDUCATION TAX BENEFITS
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HOME OFFICE DEDUCTION
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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Educationplanning boswell

THE STATE MATTERS! EDUCATION PLANNING WITH 529s

Cost Free
CPE Credits 1.0 hour
Subject Area Taxes
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites See below
Advanced Preparation None
Series: Estate Planning
Course Description

This panel will provide a brief overview of 529 plans, then dive into plan selection, taking into account state of residence, tax benefits, investment offerings, and plan structure.

Learning Objectives:

  • By the end of this session participants will have an excellent understanding of the benefits of 529 plans, as well as how to select the right plan for their client.

Prerequisites: Appropriate for someone with experience providing some financial planning guidance (including tax)

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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.

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Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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