Tax Concerns for Special Needs – A Conversation with A CPA

Unsure about the tax implications of your special needs trust or how to minimize your family’s tax impact? Join CPA Shelli Dodson, a trusted expert for families like yours, for an insightful webinar on trust taxation and tax prep strategies.

Do you have questions about tax implications for your special needs family? Do you know how to distribute income from your special needs trust and what happens if you don’t? Are you properly seeking the lowest tax impact for your family?

This webinar is held in partnership with Consolidated Planning Group!