This course is worth one Continuing Education (CE, CPE) credit covering the topic of 529s and Family Dynamics
Goes into much greater detail on the implications of proper owner and benficary choices, gifting and generation skipping tax implications and ownership issues such as death of owner, beneficiary,tax ramifications of nonqualified distributions,and account transfers and rollovers.
- Learn how to change and add a beneficiary and owner on a 529 account
- Differentiate between gift and generation skipping tax implications
- Recognize ownership issues such as death and transfers
- Distinguish the different types of plan transfers
- Learn details of major product comparisons
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, CFPs in Income Tax Planning and for insurance professionals in the field of Life, Accident & Health.
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
IMCA has accepted this course for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
For more information regarding program cancellation policies or concerns please contact our office at 800-376-8852.