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Why 529s: Q and A with CPAs

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Charter Financial Resources

9335 Commerce Center Street

Unit B5

Highlands Ranch, CO 80129

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Think 529s have a limited place in your business practice? Think again! The discussion with your clients who may need a 529 increases your credibility and enhances the relationship with your customer. In addition, Using 529s can expand your prospects. Let us show you how. We will cover 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. In addition, using the Colorado 529 to gain access to prospects and increase value for your clients.


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Location

Charter Financial Resources

9335 Commerce Center Street

Unit B5

Highlands Ranch, CO 80129

View Map

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