College Costs: 529 Plans and How to Reduce the Cost of College

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

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.

Learning Objectives

Upon completing this course, participants will be able to:

  • 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

Course Specifics

Course ID
WC1822290443
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02042-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1778
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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.

College Costs: 529 Plans and How to Reduce the Cost of College

CPE CREDITS
1 Credits: Taxes

$49.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 6 hour(s) and 03 minutes to watch today.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Taxes

Course Description

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.

Learning Objectives

Upon completing this course, participants will be able to:

  • 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

Course Specifics

Course ID
WC1822290443
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02042-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1778
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

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.

College Costs: 529 Plans and How to Reduce the Cost of College

CPE CREDITS
1 Credits: Taxes

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 1 hours in length so you must start it before 07:00 pm ET.
Start within 6 hour(s) and 03 minutes to watch today.

$49.00