CPAacademy.org | THE STATE MATTERS! EDUCATION PLANNING WITH 529s

Charmain McCray (Bank of America.com)

"I rarely write testimonials but I felt compelled to write this one. Brian was an amazing instructor! Very knowledgeable, engaging and kept my attention the entire time with RELEVANT information. I immediately called two of my friends with children in elementary school, sent them the link provided in the webinar and told them to sign up for a 529 Plan ASAP! This is a great topic for CPAs with young children, not just for their clients."

Elizabeth Stellon (Rockwood Capital Management, Inc.)

"Absolutely terrific seminar! As a parent with two college graduates, one with huge debt for “flight costs” (commercial aviation major) and one with no debt, I appreciate every angle of this information."

ioan manea (Self-employed)

"The presenters enthusiasm combined with his knowledge and experience within the topic on which he was presenting made the webinar captivating. Thanks and keep up the good work!"

Nancy Poz (Nancy Poz, EA)

"This was a very informative webinar. Learned a lot that I can use right away. E-mailed a question to Brian and got an immediate response which was very impressive."

JULIUS KLAUSNER (JULIUS A. KLAUSNER)

"Mr. Boswell is a great speaker and presented the webinar with a full and complete knowledge of the subject matter. Please have him back again."

Clover Broderick-Straker (Professional tax & Bookkeeping Services)

"Very informative and educational; definitely will be focusing on introducing clients to these plans for the upcoming Tax YR."

sherry nelson (SD Investment Council)

"I was a nice review. I didn't realize the income impact on the student from a grandparent owning a 529. Thanks!"

pamela young (southwest general health center)

"This was a very informative and beneficial session. Thank you for sharing your insights and knowledge!"

Cathy Anderson (Anderson Financial Services)

"This is a subject that really needs to be addressed and this was a very detailed and great webinar."

Katherine Bellocchio (US Army MEDDCOM)

"This webinar was excellent! I looking forward to taking another class from Brian in the future."

Gail Doerflinger (Hafner, Lasky & Loewen, S.C.)

"Excellent speaker, Excellent material. Good information that will help my clients"

Tamara Phillips (Ball Associates)

"Brian was an excellent presenter and the materials were very helpful. Great job!"

Nobuyo Creamer (H&R Block)

"I learned valuable information for use with my clients. Thank you Brian !!"

Dorothy Jaskula (Dorothy's Dolls FCU)

"The presenter was very knowledgeable and very thorough. Highly recommend."

Noam Kogen (Mr.)

"Brian gave a great presentation. I highly recommend his presentations."

Betty Eng (betty eng)

"Great presentation! Lots of information with relevant resources given."

Katherine Proctor (Reese Henry)

"Great information! I will put it to use right away. Thanks so much!"

David Cole (T & C Tax Service)

"Wow, a fast-moving webinar, lots of information, time well spent."

Sylvia Shunnarah (Self employed)

"Enjoyed the session a lot. Learned a few things"

Charlotte Waltz (Chent Inc)

"Great presentation and materials. Thank you!"

Linda Downs (Linda Downs)

"Good presentation, wish it had been longer"

Karen Swart (Karen Swart CPA)

"Great program. Presenter knew his stuff!"

JINGSONG ZHOU (Jingsong, P.C.)

"I like the video showing the speaker."

Joseph Mills (Retired)

"Brian Boswell is a great presenter."

glenda gordon (H&R Block)

"I learned a lot from this seminar."

Joan Jorczak (Sirius Insurance Group)

"Good presenter. Very interesting."

Richard Ivey (SeatonHill Partners)

"Well prepared. Great webinar."

Chris Green (Chris Green, CPA)

"Excellent knowledge base."

Karol Haugan (CC)

"Excellent Presentation!"

Naitram Sanasie (SanasieCPA)

"It was very informative"

Robert Van Malderghem (Empower FCU)

"excellent presentation"

Misty Stevens (LA Miller CPA PSC)

"Brian did a great job"

Andy Moyer (Andrew Moyer CPA)

"Excellent Speaker !!!"

Michael, OH

"This was a well presented webinar. Lots of good informaiton on 529 plans. Would recommend to anyone looking for additional information on this topic."

Neena, VA

"Brian gives an amazing amount of useful information in his webinar and is obviously passionate about this subject. Wish more people were like him."

Kathryn, CA

"Good evaluation of the educational savings plans, particularly with the goal of avoiding a large amount of college education debt."

Gayle, OH

"Wonderful webinar! Speaker was very clear in presenting his information! Not too fast, not too slow!"

Robert, NY

"The presenter was EXCELLENT !!! I would be happy to attend ANY other webinars which he leads."

Paula, FL

"Great Class! Introduction to all the important topics to afford my kids education! Thank you."

Mai, CA

"I have learned so much from the presenter. Thank you very for sharing your wisdom."

Evangeline, TX

"Very effective presenter. Learnt a lot!!! Loved the presentation!"

Donna, OR

"He is a really great speaker. I really enjoyed this presentation."

Candy, MO

"Thank you for offering timely courses. They are very helpful ."

Sharolyn, MS

"I enjoyed the presentation and learned a lot about 529s!"

Christopher, FL

"This was simply the best cpe class I have been to."

Windora, WA

"Very clear presentation."

Paul Oddo (Oddo Brothers CPAs)

"A good overview of the investment features and costs of 529 Plans in general and a number of links to help you evaluate and compare various plans."

Bobbie Hill (Bobbie Hill)

"Thanks for this. I did not know I needed this much information!"

David Phillippi (H&R Block)

"Great introductory session to 529 plans."

Leigh Mack-Jugan (Mack's Tax)

"Great presentation! I learned a lot!"

Nell Ban (Nell Ban CPA)

"the instructor was very knowledgeable"

Hui Min Li (H & L BUSINESS SERVICE CENTER)

"THAT IS THE TOPIC I WANT TO LEARN."

Martha Rodriguez (Brow&Brown insurance)

"A lot of good information"

Amy, KS

"I really enjoyed the presentation and the presenters passion for the topic. I have a similar passion for accounting and I found myself wondering if I could find a way to become a presenter for CPAacademy.org. Please contact me at amy@amylanecpa.com if you have any need for a trainer with knowledge in accounting services or specifically a ProAdvisor of QuickBooks Online. I help my clients get started with their accounting on any cloud-based platform they may choose, but I am currently focused in QBO."

Janese, MA

"Good concise presentation. Highlighted important points from an advisor's perspective and explained a variety of resources for advising clients."

Lawson, NC

"Brian Boswell was extremely knowledgeable. I've had many clients that are skeptical about 529 plans... I wish they could have been listening!"

RICHARD, VA

"I knew very little about 529 plans but feel better equipped to make decisions after this webinar."

Theodore, NY

"great presentation, very knowledgeable and engaging"

Roswitha, CA

"Great speaker, tremendous amount of knowledge."

THE STATE MATTERS! EDUCATION PLANNING WITH 529s

Brian Boswell

About Our Presenter