This course will cover the details of Estate and Gift Tax planning and how 529s are a part of this plan. We will specifically discuss:
- How 529s benefit grandparents
- Estate Planning and EstateTax exemption
- Trust Interaction with 529s
- Generation-Skipping Transfer (GST) and kiddie tax
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 and for insurance professionals in the field of Life, Accident & Health, and CLE credit.
IMCA has accepted this course for one 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 303-376-8852.