November 14, 2023


Webcast


1 Total CPE Credits

product-artwork-8835740

Lunch and Learn: 529’s and Estate Planning

  • Instructor

    Michael Van Boening

Learning Objectives

Learn more about the best ways to save for education, break down the tax benefits and more!

Major Topics

 Are 529s really the best way to save for education?

 Breaking down the tax benefits

 What can 529 monies be used for? Qualified vs non-qualified withdrawals

 Contributions and multiple beneficiaries

 “Unicorn’s” in tax code benefiting 529s

 Paying for education and distributions 

 Exceptions to penalty for non-qualified withdrawals

 5-Year forward gifting & maximizing unified credit

 Creating education legacies

 Creditor and bankruptcy protection

 Trusts & 529s

 Latest changes affecting grandparent accounts

CPE Credits Available

1
Total CPE
1
Finance

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who wants to learn more about saving for education!

Provider

Colorado Society of CPAs

Register For This Event

  • COCPA Member

    $ 50 50
    Join
  • COCPA Non-Member

    $ 65 65
    Your Price

Please login to register.