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2023.01.27 529 and Less Appreciated Tax-Deferral Accounts
Friday, January 27, 2023, 12:00 PM - 1:30 PM EST
Category: Events

529 and Less Appreciated Tax-Deferral Accounts: Ownership, Uses and Transfers - Extending  the Discussion 

NYACP First Event of 2023!

Friday, January 27, 2023
12:00pm - 1:00pm

Presented by 
Steven Kaplan CPA/ABV, MBA

Moderated by
Anthony Markus, Esq., Markus & Sheridan, LLP

This Event is Free to Members of NYACP
Register Here

Upon completing the registration form, you will be sent Zoom log-in information in your confirmation email.

A recent NW POD meeting featured a discussion covering a variety of college issues, including use of marital 529 accounts.  Many questions came up about the ownership and transfer of 529 accounts.  Continuing the discussion, this session aims not only to address open questions about the use and transfer of 529 funds but also to demystify various other tax deferral accounts with marital dissolution implications and opportunities such as HSA's (health savings accounts), ABLE Accounts and Roth IRA Accounts.  You may not be aware, but several of those account types are intertwined and transferable.

Steven M. Kaplan, CPA/ABV

Steve is the founder and owner of S. Kaplan CPA, a practice focused on dispute resolution services.

He has over three decades’ experience in public practice and is also accredited in Business Valuation (ABV) in addition to holding an MBA in taxation, giving Steve the “seen it all” experience to help clients with their dispute resolution, settlement support, business valuation and forensic accounting needs.

Steve has lectured on a variety of tax, valuation, forensic accounting, collaborative practice and matrimonial dissolution topics for several organizations including the New York State Society of CPAs (NYSSCPA), the New York Association of Collaborative Professionals (NYACP), the Hudson Valley Collaborative Divorce and Dispute Resolution Association (HVCDDRA), the Family Divorce and Mediation Council (FDMC), the Collaborative Law Association of Southeastern Pennsylvania (CLASP), the New York State Bar, the Financial Planning Association and the Foundation for Accounting Education. In addition, Steve has shared his expertise by writing articles for the CPA Journal, the CPA Litigation Service Counselor and the National Litigation Consultants’ Review. He has appeared on the PBS program, “Dollar for Dollar,” and served as a tax editor and consultant for Thompson Publishing Co. and Harcourt Brace Professional Publishing.

Born in New York City and raised in Rockland County, Steve now calls Rye Brook home with Fern, his wife of over 20 years. They have two sons, recently graduated from college. When not assisting clients, Steve enjoys traveling to places where he can take in different cultures, history and cuisine, spending time with his family, and being involved in his local community. He is an avid fan of technology in the office and out and boasts an interesting assortment of gadgets, both useful and novelty alike. Steve and Fern are also dedicated to raising awareness and support for several organizations including the Foundation Fighting Blindness, the Ocular Genomics Institute at Mass Eye and the Ear Institute of Harvard Medical School.