The Latest Updates on 529 Plan Rules


By: Lauren Owoc

Welcome to another Your Net Worth In Focus blog! KatzAbosch’s Personal Financial Services Team provides tax advice and personalized financial planning for every stage of life. We stay informed on the latest regulations to help you maximize your earnings and secure your financial future.

Watch the video below to learn how to benefit from the newest 529 plan rules.

 

 

 

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Author: Lauren Owoc, CPA

Lauren Owoc joined the firm in 2015 and has been working in public accounting since 2011. She specializes in not-for-profit compliance and consulting, high net-worth individual taxation, and partnership and real-estate taxation.

Lauren leads the not-for-profit tax practice area within the firm. She coordinates the application process and annual tax compliance functions of more than 60 not-for-profit clients, including private and family foundations.

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