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Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479
29 Jan
Income Tax Issues for the Special Needs Trusts

Description

DATE/TIME:  Wed., January 29, 2023, at 12:00 Central

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: 845 6083 9059

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_A7GfgaZoR6qFWGl6qejuEg

Date and Time

Wed, Jan 29, 2025

12:00p - 1:00p CST

Location

Webinar

PT1H

Event Registration

Will you be able to attend this event?