As a parent, caregiver, or professional supporting an individual experiencing disability, understanding the complex tax nuances is important to the overall plan.

Join us and our guest speaker, John Kuder, on February 17th at 12:00pm to hear more about the tax deductions, exemptions, and credits available to you as a family experiencing disability. As well as considerations when thinking long term about tax planning.

With tax season in full swing, this is a webinar you won't want to miss!

• Naming disabled loved one as a dependent and the expanded definition of a “qualifying child”.
• ABLE account tax reminders.
• Difficulty of Care Exclusion for support workers/ caregivers.
• Deductibility of medical and disability related expenses.
• HSA’s and FSA-- Tips to tax efficiencies when paying for medical expenses.
• Special needs trust tax filing tips.
• SSI and room & board tax reminders.
• 1041 trust tax return tips.
• And more!