Join Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP as he discusses 529 plans and how to reduce the cost of college. This class will cover front- loaded contributions, beneficiary changes, Form 1099-Q, and plan selection.
College Costs. Higher Education Expenses Exception. 529 Plans.
CPAs and other tax professionals.
Ways to pay for college. Section 529 plans. Choosing a plan. Roth IRAs as an alternative. Super funding a 529 plan and the gift tax return. Beneficiaries- eligible and changing beneficiaries. Qualified expenses. Coordination with other education benefits. Tax reporting Form 1099-Q. State deductions.
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Larry Pon, Western CPE
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Non-Member Price $56.00
Member Price $49.00