What Every Tax Practitioner Needs to Know about Section 529 Plans
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
Instructor bio
Licenses & designations
- EA
Education
- University of California, Davis
- BA in Economics
- Minor in Psychology
- EDD in Leadership
- Golden Gate University
- MS in Taxation
- MS in Taxation
Teaching & instruction
- UC Davis
- Becker CPE
Organizations
Publications
- Considering a Career in Accounting?
- Top Accounting Trends for 2024 and Beyond
- Section 529 Plan Tax Benefits
What do you love about Becker?
"I love how professional the organization is and how polished all of its courses are. There is also an undeniable enthusiasm among their instructors, which is evident throughout the various classes I have taken as a student. I love being a part of this team of highly polished professionals and want to continue supporting Becker's mission to empower others to advance their careers."
What would you tell an accounting student today?
"It is an exciting industry with a multitude of opportunities. If you do not like audit, you may enjoy tax, so keep exploring until you find your accounting home!"
Becker fun fact
"While I love learning and teaching, my true passions are traveling and being a foodie at heart! I am also, regrettably, a coffee snob."
Connect
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