Corporate Office

25195 SW Parkway Ave, Suite 208 Wilsonville, OR 97070

Phone Number


Loading Events

« All Events

  • This event has passed.

Important Tax Planning Considerations for Special Needs Families (online)

February 7/12:00 pm - 5:00 pm


Presented by Palladio Consulting LLC
Title: Important Tax Planning Considerations for Special Needs Families
When: Wednesday, February 7th, at 12:00 PM PST.
Recording: Presentation recording will be sent to all paid registrants within 24hrs of the webinar conclusion.
Length: 45-50 minutes.

Price: $30
Register at LINK HERE

Can’t attend the live presentation? No problem! The webinar recording will be sent to all registrants within 24 hours of the webinar conclusion.
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, Jennifer Lyle, on February 7th 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”.
Credits and deductions for special needs families.
Difficulty of Care Exclusion for support workers/ caregivers.
Special needs trust tax filing reminders.
1041 trust tax return tips.
Tax return preparation reminders.
And more!


February 7
12:00 pm - 5:00 pm