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
|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.