Tax Concerns For Special Needs (Webinar)

This webinar was in partnership with Consolidated Planning Group.

In this webinar, CPA Shelli Dodson, dives into questions about tax implications for special needs families.

During this webinar, you can expect to learn:

– 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?

Shelli Dodson is a trusted resource for families with special needs as they consider tax preparation and trust taxation.