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

Andrew Lyle discusses 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!

Discussion Topics:

-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!