Nano Blog: Section 529 Plans

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What’s changed with Section 529 Plans, and what does it mean for your independence as a CPA? In this timely session, we’ll break down the revised interpretation under ET sec. 1.240.070, clarify the updated definition of financial interests, and explore how these changes may impact your professional responsibilities.

Be prepared, this update becomes effective May 31, 2025.

SCACPA is excited to partner with Galasso Learning Solutions and the Genuine Learning Blog for real-time A&A updates and answers for SCACPA members.

Alexandria Romero, CPA, is a seasoned professional with nearly two decades of expertise in governmental and nonprofit accounting. She plays a pivotal role in developing governmental training programs at Galasso Learning Solutions. Before joining the team, Alex honed her skills in various roles within the accounting field. Her engaging presentation style and passion for connecting with attendees have made her a sought-after educator, known for her ability to make complex topics accessible.

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