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AICPA ENGAGE 2019


PFP1904 - College Planning For Every Client


Jun 10, 2019 9:05am ‐ Jun 10, 2019 10:45am

Standard: $49.00

Description

This session will cover 2 parts.

In part 1, a brief overview will be provided of investing for higher education, and an update on changes happening in the legal and political landscape. Then we will dive into conversations you should be having with every client in every age group about college planning.

The second part of this presentation will be focused on the ABLE savings program, which allows people with disabilities to open tax advantaged savings accounts that do not count against income limits for government benefit programs. This presentation will provide CPA's and other professionals with an additional tool to help people with disabilities and their families save for the future.

By the end of this session participants will:

  1. Have an excellent understanding of the benefits of 529 plans, as well as how to discuss college savings with your clients.
  2. Learn about the benefits of the ABLE Savings Program.
  3. Be provided with an additional tool for people with disabilities to save for the future.

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