Important Tax Planning Considerations for Special Needs Families (online)

Can’t attend the live presentation? No problem! The webinar recording will be sent to all registrants within 24 hours of the webinar conclusion.

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, Jennifer Lyle, on February 7th 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!

On the Agenda
Naming disabled loved one as a dependent and the expanded definition of a “qualifying child”.
Credits and deductions for special needs families.
Difficulty of Care Exclusion for support workers/ caregivers.
Special needs trust tax filing reminders.
1041 trust tax return tips.
Tax return preparation reminders.
And more!