Pricing
Order any 1 Presentation..................................$199
Special ! Order any 5 Presentations.................................$875
Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
$99. It will include a new 60-day viewing period.
Basics of Coverdell ESAs Recorded Webinar
Learn CESA eligibility, exceptions, contribution limits, and
special reporting. See when basis and earnings must be
calculated. Learn which rules are set to expire.
Learn CESA eligibility, exceptions, contribution limits, and special reporting.
Topics include:
CESA Overview
CESA Definitions and Forms
Establishing CESAs
Special Documentation of Articles V and VI
CESA Custodian/Trustee Role
Required Documentation
Who is a "Special Need" Designated Beneficiary ?
Account Titling
Amending CESAs
What Changes Occur in 2010
Administering Contributions
Excess Contribution Administration
Administering Distributions
What are Qualified Education Expenses ?
Death Distribution Administration
Rollover Administration
What is the Definition of "Family Member" ?
Custodial/Trustee Reporting
How are Basis and Earnings Calculated ?