Advising Your Clients on Section 529 College Savings Plans

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Joe Hurley, founder of, and author of "The Best Way to Save for College - A Complete Guide to Section 529 Plans," presented a live workshop at AccountingWEB on Thursday, October 26.

Among other things, Mr. Hurley addressed these topics:

  • What is a section 529 plan?
  • The advantages of 529 plans
  • The disadvantages of 529 plans
  • Estate and gift tax planning
  • Comparison to alternative methods for college saving
  • How to shop for a state 529 plan

If you were unable to join us,you can read the full transcript of the workshop!

Workshop sponsored by NetLedger.



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