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Zoom Webinar with CPA Andrew Lyle on Important Tax Planning Considerations For Special Needs Families

February 16 @ 12:00 PM - 1:00 PM

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Access to live and recorded educational webinars is free for clients and Palladio Educational Club members.

As a parent, caregiver, or professional supporting an individual experiencing disability, understanding the complex tax nuances is important to the overall plan.

Join us and our guest speaker, Andrew Lyle, on February 16th at 12:00pm to hear more about the tax deductions, exemptions, and credits available to you as a family experiencing disability. As well as considerations when thinking long term about tax planning.

With tax season in full swing, this is a webinar you won’t want to miss!

On the Agenda
Naming disabled loved one as a dependent and the expanded definition of a “qualifying child”.
ABLE account tax reminders.
Difficulty of Care Exclusion for support workers/ caregivers.
Deductibility of medical and disability related expenses.
HSA’s and FSA– Tips to tax efficiencies when paying for medical expenses.
Special needs trust tax filing tips.
SSI and room & board tax reminders.
1041 trust tax return tips.
And more!

Presentation recording will be sent to all paid registrants within 24hrs of the webinar conclusion.

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Guest Speaker:
Andrew Lyle, CPA,MBA
Andrew is a licensed CPA and MBA, and has his undergraduate degree from the University of Washington.

His accounting experience include tax preparation, retail, manufacturing, not-for-profit, health care, real estate, data center fields, construction, and helping small businesses and individuals improve their tax liabilities. He also has built relationships with local attorneys and specializes in working closely with them on complicated estate tax matters.

A Seattle-area resident for many years, Andrew takes advantage of our beautiful region by fishing from Lincoln Park, hiking in North Bend, and strolling along Alki with his wife. Andrew’s hobbies include reading accountancy journals, doing taxes, and going to Husky games.

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Palladio Consulting LLC., is an Oregon and Washington registered investment advisor (RIA). Information contained herein has been obtained from sources believed to be reliable, but cannot be guaranteed. This information is for educational purposes only and not intended as an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. We recommend that you first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or concept discussed herein.

Details

Date:
February 16
Time:
12:00 PM - 1:00 PM