What’s a corporate plan?
How we can help.
Upcoming Courses:
Geared towards the things CPAs want to know the most. Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, and recent tax law changes. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and special considerations. Learn about the new $100 incentive for growing families and the 20% tax credit for employer contributions.
Accredited for CPA, CFP, and Insurance professionals. All attendees will receive 1 hour CE credit and a lunch gift card.
Geared towards the things CPAs want to know the most. Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, and recent tax law changes. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and special considerations. Learn about the new $100 incentive for growing families and the 20% tax credit for employer contributions.
Accredited for CPA, CFP, and Insurance professionals. All attendees will receive 1 hour CE credit and a lunch gift card.
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).
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
Goes into greater detail on beneficiary changes, gifting and generation-skipping tax implications, and ownership issues such as death and account transfers. 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).
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
How to assist grandparents in developing educational legacies for their grandchildren. We will be covering 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
In many cases grandparents are already saving for their grandkids’ education, but they are often choosing the wrong investment vehicles and are unaware of some of the pitfalls of helping.
Accredited for CPA, CFP, and Insurance professionals.
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again! Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs.
Accredited for CPA, CFP, and Insurance professionals.
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
How to use a Colorado 529 to gain access to new prospects and make your existing clients happier. This class will also cover 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Colorado offers a robust, benefits filled 529 plan. We will walk you through best practices on connecting with families and businesses. Recent legislative changes have provided a powerful incentive for business owners to add this benefit to their organization.
Accredited for CPA, CFP, and Insurance professionals.
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
Covers the interaction of 529s and Financial Aid including scholarships, loans, plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Allow us to help you understand the complex world of Financial Aid and how 529’s interact. We will share best practices, situations to avoid, and resources to help your client in addition to helping answer any of your questions.
Accredited for CPA, CFP, and Insurance professionals.
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. 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, and Insurance professionals.
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
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).
The course will be hosted on a virtual platform where you can attend from anywhere. Details about how to participate will be emailed out a week in advance.
Course Overview:
Why 529s: Intergenerational Wealth Transfer – 1 hr credit
How to assist grandparents in developing educational legacies for their grandchildren. We will be covering 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. In many cases grandparents are already saving for their grandkids’ education, but they are often choosing the wrong investment vehicles and are unaware of some of the pitfalls of helping. Accredited for CPA, CFP, and Insurance professionals.
529 Distributions and Contributions – 1 hr credit
Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. 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, and Insurance professionals.
529s and Estate and Gift Tax Planning – 1 hr credit
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).
529s: Financial Aid Considerations- 1 hr credit
Covers the interaction of 529s and Financial Aid including scholarships, loans, plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Allow us to help you understand the complex world of Financial Aid and how 529’s interact. We will share best practices, situations to avoid, and resources to help your client in addition to helping answer any of your questions. Accredited for CPA, CFP, and Insurance professionals.
Why 529s – 1 hr credit
Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.
Think 529s have a limited place in your business practice? Think again! Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs. Accredited for CPA, CFP, and Insurance professionals
529s and Family Dynamics – 1 hr credit
Goes into greater detail on beneficiary changes, gifting and generation-skipping tax implications, and ownership issues such as death and account transfers. 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).
529 CE Summit – Financial Advisors, 1 hr credit
Topics covered will include estate planning, corporate plans, and financial aid. CollegeInvest will share business-building techniques for using 529s with your clients and prospects. Real world examples will allow attendees to learn from the questions, problems and opportunities other financial advisors in attendance have encountered, and see how 529s fit into the larger financial planning picture for your clients. Accredited for CFP, Insurance, CIMA, and CPA professionals.
529 CE Summit – Tax Professionals, 1 hr credit
Topics covered will include 529s and forward gifting (estate and gift tax planning technique) federal as well as state-specific tax details and incentives, financial aid, and family dynamics. Real world examples will allow attendees to learn from the questions, problems and opportunities that other tax professionals have encountered and lead to stronger conversations with clients and prospects. Accredited for CPA, Insurance, CFP, CIMA, and JD (for 1hr CLE) professionals.
This CPE program is approved by the Colorado Division of Insurance for Continuing Insurance Education Credit. This program has been accepted by the CFP Board.
CollegeInvest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com
“For financial professionals, we provide expert information, unbiased sales strategies, and free continuing education credits to help you better connect with the families you work with.”
FROM THE BLOG:
Everything you always wanted to know about 529s…
And then some! Listen to Brennan Hannon, Advisor Relations Manager at CollegeInvest. Click to...
read more
Frequently Asked Questions from Financial Professionals
The Tax Cuts and Jobs Act of 2017 expanded the qualified use of 529 savings accounts by allowing withdrawals for K-12 tuition expenses. Section 529 of the federal tax code sets the general rules of qualified tuition programs, which authorizes each state to administer its own program and determine its unique state tax treatment and other policies.
In Colorado, the intent of the state’s 529 college savings plan, CollegeInvest, is to encourage savings for higher education. Colorado tax law remains unchanged and CollegeInvest 529 plans can only be used for qualified higher education expenses. Any other use, including K-12 tuition expenses, are considered non-qualified withdrawals and subject to recapture.
For more information from the Department of Revenue, click here.
Depending on the plan your client participates in you have a couple of different options. For Direct Portfolio accounts, you will need to make sure you have client viewing privileges and can find the authorization form.
To view SCHOLARS CHOICE accounts
Sign-up or login
529 Quickview to view DIRECT PORTFOLIO accounts
Sign-up or login
We are a not-for-profit division within the Colorado Department of Higher Education, here to help everyone who wants to get a college education achieve that goal through the use of tax advantaged 529 college savings plans. For financial professionals we provide expert information, unbiased sales strategies and free continuing education credits to help you better connect with the families you work with. We currently provide 4 different savings plans to meet the varying needs of Colorado families. And, our Matching Grant Program is designed to help qualifying middle to lower income families save for higher education. The Colorado Department of Higher Education (DHE) has oversight and management responsibilities over the division. In addition, there is an Advisory Board of Directors appointed by the Governor and confirmed by the State Senate. CollegeInvest is a self-supporting state enterprise and does not receive taxpayer funding.
For additional information click here
To access SCHOLARS CHOICE forms click here
To access DIRECT PORTFOLIO forms, click here
To order SCHOLARS CHOICE materials –
– Log onto www.myleggmason.com and order the materials that are right for you.
– Or call CollegeInvest at 800-448-2424.
– Printable pdfs can also be found here