May 24, 2023 10:00 A.M - 11:00 A.M
Learn ways that 529s can assist in minimizing estate and gift taxes, the specific tax benefits for grandparents, and how certain trusts interact and are affected by 529s. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Accredited for CPA, CFP, Insurance professionals, and Estate Planners (CLE).Accredited for CPA, CFP, and Insurance professionals. All attendees will receive 1 hour of CE credit.
Delivery method: Group-Live
Course requirement: Online participation is mandatory. All courses require active participation. Remote attendees are required to have cameras on to receive CE credit.
Advanced Preparation: None
Program Level: Intermediate
Cancellation Policy: We request that you provide 24 hours in advance before canceling attendance.
For more information, questions, or concerns please reach out to our office at 303-376-8839.