Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
Who qualifies as a “dependent” under current tax law? For special needs families, the answer can make or break critical financial planning arrangements. Join The American College of Financial Services’ Adjunct Professor of Taxation and Special Needs Planning Thomas M. Brinker, Jr., CPA/PFS, ChFC®, CGMA, CFE, AEP®, as he breaks down key concepts and what they mean for special needs families under your care.
November 12, 2020
November 12, 2020
From The President | Insights
Campaign Gratitude Asks What We Can Do For Our Veterans
September 29, 2020
Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020
Ethics In Financial Services | Insights
Shareholders vs. Stakeholders: Balancing Financial Ethics and Business
September 15, 2020
Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020
Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020