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Denver, CO

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Course #4 - 529s and Estate & Gift Tax Planning 04/09/2014

Wednesday, Apr 9 11:30a
CollegeInvest Denver, CO

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
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CollegeInvest
1560 S. Broadway St.
Denver, CO 80210
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