Workshop Intensive

Special Needs Planning focused

easy-plan Checklists

Income Taxation for the Special Needs Planner

Aired on September 16, 2022

Taxation is a scary word to the uninitiated. Many planners create or review a special needs plan without considering (or understanding) significant tax ramifications that could derail the plan.

This program provides a deep dive into the crucial information every planner needs to know about the taxation of special needs trusts and taxation strategies for a person with a disability. 

  • Fundamentals of income taxation of SNTs
  • Traps for the unwary in managing the income taxation of SNTs
  • Understanding and using a Qualified Disability Trust
  • Income tax strategies for families with a loved one with special needs

Our Speakers

Deborah A. Hresko, CPA

Deborah Hresko has 20 plus years of experience in public accounting. 

Deborah has published and presented on tax treatment and strategies for plaintiffs and plaintiff lawyers. Recoveries almost never make plaintiffs whole, which makes tax-saving strategies all the more important.

Kevin A. Cameron, MBA, CPA

Kevin A. Cameron, MBA, CPA

Kevin is a managing member partner of C&L Value Advisors.

Kevin’s primary focus in the firm is working with business owners who fall into a broad range of industries, including medical, legal, professional and technical services, construction, real estate, manufacturing, distribution and retail.

The Firm provides comprehensive accounting, tax preparation and planning, and advisory services.

Kevin has presented over 150 programs to individuals and business owners on various topics, including tax-planning, estate and retirement planning, business development, cash flow, financial management, fraud prevention, business growth, building strategy, developing mission statements, and executing business plans.

Michael A. Lampert, Esq.

Michael A. Lampert, Esq.

Michael A. Lampert is a Florida Bar Board Certified tax lawyer in private practice in West Palm Beach, Florida where he concentrates his practice in the areas of taxation and business and estate planning and administration, with an emphasis on tax controversy matters.

BootCamp 1

Special Needs Trust Administration

Video on demand now available

Navigating the Legal, Financial and Practical Issue in Providing a Person with a Disability with Shelter, Caregiving, and Transportation

Kevin Urbatsch
Michelle Fuller
Michelle Fuller

Bootcamp Details

  • Who should attend?

Every special needs planner whether attorney, financial advisor, professional fiduciary, or SNT trustee.

  • What you’ll bring back to your practice:

This program includes a review of the impact on the person’s public benefits eligibility, common issues that arise and how to manage them, and a host of forms and checklists to take with you to make it easier to plan for and understand these challenging issues.