Content Provider
Collegeaidprologo

Self-Study CPE
TAX COMPLIANCE & ENFORCEMENT ROUNDTABLE: NEW ERA OF INTER-DIVISION COLLABORATION
View Details/Register
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
View Details/Register
TRUMP'S TAXES: WHAT WE KNOW AND WHAT IT MEANS!
View Details/Register
THE RACIAL WEALTH GAP AND TAXES
View Details/Register
BLACKTAXPAYERSMATTER: INTERSECTION OF RACE, TAX SYSTEMS, LAWS, AND ENFORCEMENT
View Details/Register
Free cpe webinars
529 Contributions & Distributions

529 CONTRIBUTIONS & DISTRIBUTIONS

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course will begin with a brief background and introduction to 529 plans and why they came into existence – their purpose, associated tax advantages, and mechanics. After the introduction, the course will dive deeply into contributions and related potential tax considerations and strategies, including state-specific differences. Then the course will discuss the other side of the equation, distributions, and distribution-related tax strategies. Finally, this course will provide a brief discussion of 529 plans and how their existence may impact financial aid considerations. 

Learning Objectives: 


  • Identify 529 plans and why they exist 

  • Identify contribution-related tax strategies 

  • Define distribution-related strategies 

  • List financial aid considerations

Collegeaidprologo

Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save – tax-efficiently – for the financial shock of college price inflation. In addition to that area of expertise, he has spent several years representing mutual fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients. 

Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry. 

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Collegeaidprologo
College Aid Pro is a state of the art, all-in-one college funding software tool for financial advisors. College AidPro 3.0 ("CAP3.0") empowers advisors to deliver college planning strategies to their clients in a seamless, comprehensive, and time-efficient manner. CAP 3.0 takes the stress out of the college planning process by thoughtfully identifying the most suitable and affordable institution(s) for each individual student based on their own unique aptitudes and family situation.