Course #4 - 529s and Estate & Gift Tax Planning 11/6/2013
This course will cover the details of Estate and Gift Tax planning and how 529s are a part of this plan. We will specifically discuss:
How 529s benefit grandparents
Estate Planning and EstateTax exemption
Trust Interaction with 529s
Generation-Skipping Transfer (GST) and kiddie tax
Registration includes a complimentary box lunch .
No prerequisites or advanced preparation are needed, each class is worth one CPE credit. This credit is for CPAs in the tax field of study, for CFPs in Income Tax Planning… Show more
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1560 S. Broadway St.
Denver, CO 80210
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