529 Plans for Catholic Elementary School Through College
Hosted by Lauren C. Gates, CPA, MST, Tax Manager at BlumShapiro, and the Archdiocese of Boston, this webinar reviews the individual impact of tax reform when using a tax-advantaged 529 savings plan designed to encourage saving for future elementary school, secondary school or college costs.
This webinar discusses:
- What is a 529 plan
- Tax benefits of a 529 plan
- Eligible educational institutions
- Qualified educational expenses