The Best Way to Save for College: A Complete Guide to 529 Plans

The Best Way to Save for College - A Complete Guide to 529 Plans (2001/2002) has been updated to include information on The 2001 Tax Releif Act and its effect on saving for college!

Joseph F. Hurley is regarded by many as the foremost Section 529 expert in the country. After the first edition of this book was published in 1999, he founded and is currently CEO of Savingforcollege.com LLC, an Internet-based publishing and consulting company that focuses on 529 plans. He is a frequent speaker on this topic at conferences around the country and is editor of a newsletter targeted to professional advisers called “The 529 Plan Report.”

Joe has practiced for over 20 years as a certified public accountant providing tax planning services to individuals, businesses, and tax-exempt organizations. He remains a partner at Moore Stephens Bonadio, a CPA firm headquartered in Pittsford, New York. Joe is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Financial Planning Association.

Joe became interested in the unique benefits of 529 plans in the wake of the Taxpayer Relief Act of 1997. He wrote several articles and appeared in hearings before the IRS and Treasury in Washington D.C. to provide comments on the proposed regulations issued in 1998 under Internal Revenue Code section 529. In addition to a professional interest, Joe and his wife Virginia have a personal interest in planning for college costs, with two children ages 15 and 11. To date they have established accounts in over twenty different 529 plans (the large number justified only by the purpose of research).

Aside from offering books, newsletters, and other information services, the author, his company Savingforcollege.com LLC, and his accounting firm are independent with respect to the states and program managers that operate 529 plans. The views and opinions expressed in this book are not conditioned on, or influenced by, the approval of any state official or other employee associated with these programs.

The author does not render personal investment advice. Requests for other consulting and speaking services, and comments about this book, can be directed to Joseph F. Hurley at Savingforcollege.com LLC, 171 Sully’s Trail, Suite 201, Pittsford, New York 14534. You may also contact him via e-mail at jhurley@savingforcollege.com.