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Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs

Gain an understanding of the financial nuances associated with elements of special needs planning.

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Special Needs Planning On-Demand Webcasts

January 15, 2021

In this webcast, Tom Brinker, Chartered Special Needs Consultant® (ChSNC®) Program Director, provides an informative look at the financial nuances associated with elements of special needs planning including the medical expense deduction, the tax benefit rule, the alternative minimum tax, and the interactions of medical expense and home equity deductions.

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