FREE EVENT - NYC BAR "Understanding Section 529 Plans"

https://services.nycbar.org/iMIS/Events/Event_Display.aspx?EventKey=EDU052516&WebsiteKey=f71e12f3-524e-4f8c-a5f7-0d16ce7b3314

Understanding Section 529 PlansWednesday, May 25, 2016 | 6 - 7 PM

Program Fee: Free

Sponsoring Association Committee: Education and the Law, Christine Raniga, Chair

Description:

This course covers a wide variety of topics related to IRS Section 529 college savings plans, including:

·        An overview of the college savings challenge

·        Review of Internal Revenue Code Section 529 Plans

·        Federal income tax treatment of 529 plans

·        Federal estate and gift tax treatment of 529 plans

·        Rollovers and transfers

This course highlights how families can use 529s to plan for the education of their children and grandchildren.

Speaker:

Patricia Roberts, Corporate Affiliates Chair, College Savings Plans Network