Brian T. Whitlock: Untaxingly Yours - A Practical Guide to Saving for College with Code Sec. 529 Accounts
October 23, 2024
With college costs continually rising, families are looking at all possible ways to save money to pay for secondary education for their child. One potential way is with a Code Sec. 529 account. Brian T. Whitlock explains what Code Sec. 529 accounts are, the benefits and pitfalls the account could have, and helps you determine if it’s the right choice for your family.
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Brian T. Whitlock’s experience encompasses wealth transfer strategies for high-net-worth individuals, business succession planning and the meticulous handling of trust, estate and exempt organization administration and tax compliance. He also contributes his knowledge as an adjunct faculty member at the Northwestern University Pritzker School of Law.
Golan Christie Taglia, with 30 years of dedicated service, has consistently delivered successful outcomes while prioritizing top-tier quality and personalized attention for clients. With a diverse clientele, that includes entrepreneurial ventures, high-net-worth individuals, middle-market businesses and nonprofit organizations, GCT stands as a strong and trustworthy firm for its clients. Brian T. Whitlock discusses taxes.