Free to Members! Important NEST 529 End of Year Action Steps (For You & Your Clients)

Overview

NEST 529 experts will provide an update on the state-sponsored college savings plan including end of year action steps for contributions, withdrawals and five-year accelerated gifting plus other beneficial tips and strategies.

Designed For

This course would attract CPAs, financial advisors, tax professionals, and estate planners who advise clients on college savings, tax strategies, and year-end financial planning.

Notice

All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the “My CPE” section of the NESCPA website.