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Section 529 Plans - 0.2 CPE irs and succession planning for tax

SKU: 16188809769

4.1
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Description

and succession planning for tax professionals

This Learning Path includes the following courses -

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Section 529 Plans - 0.2 CPE irs and succession planning for taxEducation Savings With More Flexibility Than Ever. Section 529 plans remain one of the most powerful tools for education funding, but recent changes have expanded their usefulness well beyond traditional college savings. This course reviews how 529 plans can support K12 tuition, higher education, apprenticeships, student loan repayment, estate planning, and even limited Roth IRA rollover opportunities. Learning Objective Recognize how Section 529

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