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Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479
18 Dec
Income Tax Issues for the Special Needs Trusts


DATE/TIME:  Mon., Dec. 18, 2023, at 12:00 noon

TITLE/DESCRIPTION:   Income Tax Issues for the Special Needs Trusts

Families who care for a family member with special needs should consider a Special Needs Trust to meet their financial needs and avoid affecting government benefits.  However, there are many questions about taxes!

This presentation will discuss the two types of Special Needs Trusts and the tax implications from an income, gift, and estate tax perspective.

Join CPA Teresa Ferruzzo, for this important discussion.   Teresa is a trusted resource for families with special needs as they consider tax preparation and trust taxation.

SPEAKER: CPA Teresa Ferruzzo 

ZOOM WEBINAR ID: 819 3493 7696


Date and Time

Mon, Dec 18, 2023

12:00p - 1:00p CST


Free Webinar!


Event Registration