Investments in 529 plans have reached nearly $250 billion as of mid-2015. Recently, 529 plans have been prominently discussed when President Obama proposed and then retracted his plan to tax distributions from 529 plans. Learn what all the fuss was about and also find out why 529 plans are considered one of the most effective ways to save for the future costs of higher education. This topic will provide an introduction to understanding the legal requirements that 529 plans face; the types of 529 plans available in the market place; the types of investment options that 529 plans typically proved; the income, gift and estate tax consequences of investing in a 529 plan; what an investor or advisor should look at when evaluating 529 plans; and the regulatory atmosphere facing 529 plans.
Agenda
Faculty
James W.C. Canup
Hirschler Fleischer
- Tax Practice Chair at the Richmond, Virginia based law firm of Hirschler Fleisher
- Advises individuals, partnerships, and corporations on the tax consequences of their business and other transactions
- Quoted in The Wall Street Journal, The New York Times, USA Today, U.S. News and World Reports, Accounting Today and other leading publications on tax matters
- Has written articles for Trust & Estates, Financial Advisor and other publications
- Recognized by Virginia Business as a member of Virginia’s “Legal Elite” since 2009
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