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529 Contributions & Distributions

January 22 @ 10:00 am - 11:00 am

This course will begin with a brief background and introduction to 529 plans and why they came into existence – their purpose, associated tax advantages, and mechanics. After the introduction, the course will dive deeply into contributions and related potential tax considerations and strategies, including state-specific differences. Then the course will discuss the other side of the equation, distributions, and distribution-related tax strategies. Finally, this course will provide a brief discussion of 529 plans and how their existence may impact financial aid considerations.

Details

Date:
January 22
Time:
10:00 am - 11:00 am
Website:
https://www.cpaacademy.org/webinars/a0D2S00000oiRVjUAM

Venue

Webinar
Website:
https://collegeaidpro.com/events/

Organizer

CPA Academy
Phone:
877-510-5302
Email:
info@cpaacademy.org
Website:
https://www.cpaacademy.org/