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

Voice of the Editor

What makes a company a great place to work? Experience, a ConnectEDU company, uses criteria that include benefits, career advancement opportunities, culture, and work/life balance to form its annual list of the Best Places to Work for Recent Grads. BDO USA and Ernst & Young both made the Top 25 list. Read what makes these firms stand out and find out what can be done at your firm to entice college grads.

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