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COsEA CE - CollegeInvest 529 Plans (NO CE Available)
Colorado Society of Enrolled Agents - 0 Continuing Education Credit

Why 529s
Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again! Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.

Distributions & Contributions
Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.

Estate and Gift Tax Planning
​Learn ways that 529s can assist in minimizing estate and gift taxes, the specific tax benefits for grandparents, and how certain trusts interact and are affected by 529s. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.

Sep 14, 2022 04:30 PM in Mountain Time (US and Canada)

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