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Welcome to 2023 Parent University Class 3: Taxes, Taxes, Oh No!

How do you integrate tax planning into your overall plan?  There are so many taxes to consider, including income taxes, estate taxes and more.  Questions such as “What government benefits are taxable and which are not” and “If I am charging my child rent, do I claim it on my taxes?” will be answered.  We will talk about how the SECURE ACT 2.0 might change how I distribute my retirement accounts to my children.  Will it impact me as a parent directly in my own planning?  Here is your opportunity to ask the CPA’s the questions you need answered.