Advising Your Clients on Section 529 College Savings Plans

Joe Hurley, founder of savingforcollege.com, 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


Saving For College Purchase "The Best Way to Save for College - A Complete Guide to Section 529 Plans" now.


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

Workshop sponsored by NetLedger.

NetLedger

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Upcoming CPE Webinars

Jul 24
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.
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In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
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