The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: 529 Plans and Gift Taxes Date:  9/21/2013  9:37 AM
Author:  irasmilo Number:  119182 of 129792


As I said earlier, my conclusion was based on logic and not knowledge of specific guidance. Wradical pointed you to regs which address the issue, albeit not conclusively. The only thing left now is see if the Tax Court has weighed in on the matter. Otherwise you're left to your own risk assessment of the course of action you choose.

Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us