Advising Your Clients on Section 529 College Savings Plans
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
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If you were unable to join us,you can read the full transcript  of the workshop!
Workshop sponsored by NetLedger .