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The Financial Upside of Life Care

Did you know there are notable tax benefits to consider when selecting a retirement community? With potential changes on the horizon to both capital gains and estate taxes, estate planning and tax deductions are two areas of interest to many seniors as they plan for their future.

Join us as we welcome healthcare industry expert, Michael J. Siegel, CPA and Principal at CliftonLarsonAllen, LLP, for an informative look at the landscape of tax benefits to consider with a Type A CCRC Life Care plan.

Refreshments will be served.  Reserve your spot by July 12th by completing the form on this page.

Details

Date:
July 20, 2021
Time:
2:00 pm
Event Category:

Venue

Performing Arts Center at Edgemere
8523 Thackery Street, Dallas, TX 75225 United States
Phone:
(214)615-7045