May 11, 2026
Video Guide: Using Section 529 Plans for College Costs
Funding Education Through 529 Plans
Escalating higher education costs present a distinct challenge for families planning generational wealth transfers. For high-net-worth individuals in Burlingame and beyond, Section 529 plans provide a strategic, tax-advantaged method to fund education. Watch our video guide to see how these accounts seamlessly align with your family’s legacy objectives.
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Contact Sullivan & Company CPA Inc. to tailor your estate and gift strategy.
Schedule Your Estate & Gift Consultation
Our team specializes in estate, gift, valuation, and forensic accounting matters. Book a confidential consultation to discuss your needs and get clear, actionable strategies.
Book a Consultation
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