What Every Tax Practitioner Needs to Know about Section 529 Plans

Learning objectives

After completing this course, the learner should be able to: 

  • Define a Section 529 Plan  
  • Determine Rules for Eligibility  
  • Understand What Expenses Qualify  
  • Understand Different State Requirements  
  • Determine Tax Implications
  •  Basic Understanding of New Tax Law Effects on 529 Plans
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Instructor Jennifer McAllister
National Registry of CPE Sponsors

A Becker Professional Education 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

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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