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IRC Section 529/529A Subject Matter Expert (SME)

Active

State & Local

Response Deadline12/03/2026, 08:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract opportunity is for an IRC Section 529/529A Subject Matter Expert to provide specialized tax and regulatory consulting for prime contractors working with the Texas Comptroller of Public Accounts. The selected expert will be responsible for interpreting federal and state tax codes specifically as they relate to prepaid tuition plans, offering critical guidance on the legal and tax implications of funds governed by IRC Section 529 and 529A. Key deliverables for this engagement include the production of technical memos, advisory reports, and comprehensive regulatory guidance. The project falls under NAICS code 541211 and is associated with the state of Texas. Interested parties should note that the solicitation was posted on October 16, 2026, with a response deadline set for December 3, 2026. Further information and procurement details can be accessed through the Texas SmartBuy portal.

General Info

Tax expert for Texas Comptroller providing IRC Section 529/529A consulting and regulatory guidance.

Agency

Texas → Comptroller of Public Accounts

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of 240s.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Request for Proposals (RFP 240s) IRC Section 529 and 529A Plan Consulting Services for the Texas Prepaid Higher Education Tuition Board

AI Contract Breakdown

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The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedOct 16

subcontract

Response DeadlineDec 3

Submission deadline

Response Deadline

12/03/2026, 08:00:00 PM UTCin about 2 months

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Organization & Contact Information

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AgencyTexas → Comptroller of Public Accounts

ContactsNo contacts available

OfficeN/A

Organization / Agency

Texas → Comptroller of Public Accounts

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs specialized tax and regulatory consulting for prime contractors on Texas Comptroller of Public Accounts projects. Interprets federal and state tax codes as they apply to prepaid tuition plans and provides guidance on the legal and tax implications of IRC Section 529 and 529A funds. Delivers technical memos, advisory reports, and regulatory guidance.

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