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May 14, 2024

Special Needs Financial Planning: SSI, Tax Deductions, and ABLE/STABLE Accounts

Date: May 14, 2024
Time: 5:00 pm - 6:00 pm
Location:
Springfield JCC
1160 Dickinson Street
Springfield, MA 01108
USA
Presenter:

Steve Dane, CPA

Contact:

Dorothy Linder
DLinder@SpringfieldJCC.org
413-739-4715

Details

Steve Dane, Certified Public Accountant, has been an active Springfield JCC member and volunteer his whole life. Steve will be sharing information with you to help guide you through the Financial Planning process. Steve will be sharing information on the following:

  1. Social Security Supplemental Income: What is it? Comparison to social security disability income, Benefit amounts and use in housing/room and board, Qualification criteria, and Connection to wealth planning.
  2. Income tax deduction possibilities for families: Medical deductions and child care deductions/credits
  3. ABLE/STABLE accounts

On a personal note, Steve and his wife have two children – a daughter who is 35 and son who is 32. Both children have autism and other related developmental disabilities. He welcomes any questions about the paths that his children have traveled, in the hope that it may help your family in dealing with the many issues his family has encountered with their educational and living situations, so that you can learn as much as you can from their experiences.

Pre-registration is required for this free event. 

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