Join the CalCPA Estate Planning State Committee and guest speakers Cozy Wittman and Heidi King of College Inside Track to discuss the intersection of estate planning and education funding.

Education planning with parents and grandparents offers CPAs a terrific opportunity to engage with and provide value to multiple generations of a family, including those who could be prospective clients. Many family members want to help with college, but are unsure how to do so in ways that don’t negatively affect the parent’s strategy and are fair to the rest of the family. We will explore a variety of gifting and investment strategies, discuss a significant new planning opportunity with 529 plans, and provide a framework for CPAs to help clients determine whether they want to treat children equally or equitably.

This course will not award CPE . If you’d like to register for the PAID version that awards CPE (as earned), please select this course: Estate Planning and Education Planning - How to Advise 2026