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

Thursday, January 14, 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.

Invest in your career with a professional designation.

Families caring for a loved one with special needs face unique financial challenges, and yet few financial advisors have the specialized skills to help. But when you take the three-course Chartered Special Needs Consultant® (ChSNC®) designation program, you can gain the expertise to guide these families through complex benefit and financial systems, helping them find the peace of mind they deserve.

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