Posts Tagged ‘529 Plan’
By Edelstein on February 23, 2022
If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. And in some cases, even if it’s
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Posted In: Alerts & Advisories
By Edelstein on June 17, 2021
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage of tax benefits to minimize
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Posted In: Alerts & Advisories
By Edelstein on August 14, 2020
Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in
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Posted In: Resources
By Edelstein on August 6, 2020
Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may
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Posted In: Resources
By Edelstein on July 31, 2020
In February, Tax Partner, Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash
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Posted In: Resources
By Edelstein on April 3, 2020
Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are
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Posted In: Alerts & Advisories, Resources
By Edelstein on March 13, 2020
Tax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to
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Posted In: Alerts & Advisories, Resources
By Edelstein on February 28, 2020
This week’s edition of 529 Plan Fridays will answer the question, “What are 529 Plan beneficiary rules?” Tax Partner, Kate Rooney has been sharing her expertise on 529 Plans by answering a related question on
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Posted In: Resources
By Edelstein on February 14, 2020
Last week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about
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Posted In: Resources
By Edelstein on February 7, 2020
Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an
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Posted In: Resources