Burr & Forman

03.28.2018   |   Articles / Publications

Special Needs Alliance: The Impact of Tax Reform on Special Needs Planning

In an article written in March, 2018 in Special Needs Alliance, Jim McCarten expands on the impact of tax reform on special needs planning. This article talks about the impact the tax cut had on special needs planning, special needs trusts and individuals with a disability or their families.

As a 2017 holiday present to taxpayers, Congress passed tax legislation that your representatives, senators and many tax professionals have described as the most significant overhaul of our tax laws since 1986, when President Ronald Reagan’s tax bill was passed. What follows is an overview of those provisions of what was unofficially called the Tax Cuts and Jobs Act of 2017 or “Tax Reform”) which impact special needs planning, special needs trusts and individuals with a disability or their families.

Read the full article, “The Impact of Tax Reform on Special Needs Planning” written by Jim McCarten.

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