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Clifton Gunderson announces the completion of our merger with LarsonAllen LLP to become a top 10 accounting firm in the U.S. We have come together to form a new kind of firm with deep industry experience, specialized services, and exceptional client service.
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Who are the named beneficiaries for your retirement accounts? How about your life insurance? When was the last time you checked to make sure that those designations still reflect your wishes and fit into your overall estate plan?
Ever since your daughter was very young, you have invested in a state-operated 529 plan to help pay for her college education. Now she is ready to start using those funds. Do you know which educational expenses qualify for tax-free distribution from the plan, and which do not?