Planning for Special Needs - ABLE Accounts and Special Needs Trusts
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts. It will further explain how different filings can impact the trust's tax liability and the benefits of the disabled individual they are set up for. Finally the program will discuss how to advise trustees on minimizing their personal liability, how to protect the disabled beneficiary's Medicare benefits, and how to use ABLE accounts to supplement their income.
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Self-Study recording not available for NASBA CPE credit.
Courtney Kosnik
,
EA
Ms. Kosnik has worked in public accounting since 1996. She opened her Metro Detroit firm, BBTA Tax Advisors, Inc. in 2001. She has taught continuing education with the National Tax Practice Institute (NTPI) and has completed a rigorous three year fellowship run by the National Association of Enrolled Agents at their annual conference in Las Vegas. She is a past director on the board of the Michigan Chapter of the NAEA and has been involved with the national level of the NAEA. She has participated in Fly In Day, joining other Enrolled Agents in Washington DC to walk the halls of Congress and meet with Congressional members and their staff in an attempt to educate them on various areas of the Tax Code and its impact on taxpayers. She recently co-authored a chapter on taxation of trusts in the book: Administering the California Special Needs Trust, by Kevin Urbatsch, and Administering the Michigan Special Needs Trust, by Michelle Fuller. Ms. Kosnik taught for two years at the Special Needs Planning Symposium in Napa, California. In 2021, Ms. Kosnik opened her second tax practice in Ann Arbor Michigan.
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