Join us for a lunch hour webinar, members and guest welcome!

All attendees will received Door Dash credit to order lunch on the day of the webinar!

Topic: "529 Planning: 25th Birthday"

College savings accounts under Section 529 have grown up over the past 25 years, with numerous changes to the law.  They are wildly popular and very accessible to our clients.  But the tax laws are complicated, many questions remain unanswered and there are still no final regulations in sight.  Learn what’s now permitted under Section 529 and how to avoid some of the pitfalls.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP.  She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of ACTEC’s Estate and Gift Tax Committee.  Susan is recognized in Band 1, Chambers Private Wealth Law.  

*This webinar was shown LIVE by NAEPC on May 12th, 2021, as a benefit to you a EPC Seattle Member we are re-showing it at no cost to our members. Unfortunately we cannot offer CE for the recorded version. 

By now you should be familiar with our new DoorDash portal through which you will be authorized a credit of up to $25 that you can use for your lunch on 7/14/2021 **Please note the credit is for use only on July 14, 2021

Haven't yet renewed your dues yet? RENEW HERE

Door Dash instructions will be included on confirmation email upon registering along with the Zoom Link.