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ABLE Accounts allow your clients with disabilities to save for their everyday needs, invest in a tax-advantaged account and prepare for the future without jeopardizing their needs based benefits (SSI, Medicaid). It's a powerful tool that is still underutilized by those who could benefit most! This workshop will dive into the details on ABLE accounts that are most relevant to attorneys, CPA's and other community professionals to better equip you in serving your clients!
Webinar Agenda:
Federal and State Tax Benefits of ABLE Accounts
2020 ABLE Account Changes (Oregon HR Bill 2165)
Case Studies: Using ABLE Accounts in a Planning Situation
Medicaid Payback Details
Special Needs Trusts and ABLE Account Comparison
ABLE Investment Options and Fees
Detailed Discussion Contributions and Disbursements
Tax Cuts and Jobs Act 2017 changes on ABLE Accounts
Possible ABLE Legislative Changes on the Horizon
And more!