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


Already a member? log in here.

Editor's Choice

Upcoming CPE Webinars

Nov 24This webcast presents basic principles of revenue recognition, including new ASU 2014-09 for the contract method. Also, CPAs in industries who want a refresher on revenue accounting standards will benefit.
Dec 3The materials discuss the concepts and principles in the AICPA’s new special purpose framework.
Dec 9A key component to improving your firm’s workflow efficiency while enhancing your profitability at the same time is how you leverage emerging technologies.
Dec 9Kristen Rampe will cover how to diffuse the tension in challenging situations in this one-hour webinar.