Tax Breaks for the Elderly and Persons with Disability
Attendees will discuss tax savings strategies that are often overlooked by individuals and professional preparers alike, including:
Health Savings Accounts, other tax-favored health plans, and Dependent Care plans.
How much can you deduct for long term care premiums and expenses?
How to make the nondeductible deductible?
What are impairment-related work expenses?
What capital expenses for improving your home can be deducted?
What medical expenses can you include this year?
Dates, times, and locations:
Tuesday, November 17, 2009. 7:00 - 9:30 p.m. "THAT'S DEDUCTIBLE?!? For Families of Children with Disabilities" Special Education Partners Christ Church, 8285 Glen Eagles Lane, Fairfax Station, VA 22039 ($10 fee payable at the door to Special Education Partners for cost of materials)
Tuesday, November 17, 2009. 5:30 - 6:30 p.m. "Maximizing Tax Savings in Employee Benefit Plans and other Medical Expenses" Northern Chapter Virginia Society of Certified Public Accountants Fairview Park Marriott, 3111 Fairview Park Drive, Falls Church, VA 22042 (open to NCVSCPA members and guests, 1.0 hour of CPA CPE credit)
Saturday, November 7, 2009. 9:30 - 11:30 a.m. Georgetown University - Clarendon Campus 3101 Clarendon Blvd, Suite 200, Arlington, VA 22201 (open to Georgetown University alumni, faculty, and staff only)
Monday, October 26, 2009, 11 a.m. - 12 p.m. Booz Allen Hamilton - McLean Campus Conference Room 8283 Greensboro Drive, McLean, VA 22181 (open to Booz Allen Hamilton employees only)
Thursday, October 22, 2009. 6:30 - 8:30 p.m. Waddell Group/Raymond James Financial Services, Inc. 1952 Gallows Road, 3rd Floor Conference Room, Vienna, VA 22182
About the presenters
Christopher Waddell, CFP®, and Theresa Waddell, CPA together have more than 40 year's financial experience. They regularly appear in TV and print media including Business Week, CNBC, Comcast CNN, Financial Planning, and Wealth Manager. Christopher is past president of the Autism Society of Northern Virginia. Theresa is past president of the Northern Chapter of the Virginia Society of CPAs. Their family with three boys, two of whom have Autism, was featured on ABC World News Tonight and in the Washington Post.
Please RSVP with the number of attendees by completing the Contact Us form
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
