529 Contributions and Distributions
Covers additional details including third party contributions, Federal tax provisions, State tax advantages, withdrawal basics, unused plan assets and effects on financial aid.
- Learn contribution and withdrawal basics
- Differentiate between Federal tax provisions and State tax advantages
- Recognize issues such as gift taxes for multiple beneficiaries and third party contributions
- Know how to attend to unused plan assets
- Learn details of the effect of tax credits and financial aid implications
Registration includes a complimentary box lunch.
No prerequisites or advanced preparation are needed, each class is worth one CPE credit. This credit is for CPAs in the tax field of study, for CFPs in Income Tax Planning, for insurance professionals in the field of Life, Accident & Health.
IMCA has accepted this course for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
This program is approved by the Colorado Division of Insurance for Continuing 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.learningmarket.org
For more information regarding program cancellation policies or concerns please contact our office at 800-376-8852.