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 Webinar: 529 Plans for Catholic Elementary School Through College

529 Plans for Catholic Elementary School Through College

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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