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TAX2203 - Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs

‐ Jun 7, 2022 4:30pm

In addition to reviewing the general framework in individual tax planning for our families and the implications of 2017’s Tax Cuts and Jobs Act in planning, 2021's American Rescue Plan Act, and current legislation, our session will focus on some financing nuances associated with the medical expense deduction (i.e., retirement planning distributions and home equity loans), the tax benefit rule, and the interaction of the medical expense and home equity deductions in planning. In addition, the Alternative Minimum Tax will be reviewed. If time permits, an income tax case study will illustrate the impact of these various provisions.

Learning Objectives:

  • Recall recent legislation and the impact on individuals
  • Analyze the Medical Expense Reality and Recent Changes
  • Recognize financing nuances, the AMT and the impact on the tax calculation


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