Tax Planning for Caregiving Families

Taxes can add another layer of complexity to your caregiving responsibilities, but they are also an opportunity to optimize your financial situation. I specialize in creating tax strategies that reflect the intricacies of caregiving. By taking a close look at caregiver-related expenses, dependent rules, and opportunities for Roth conversions and capital gains, I help families make the most of their financial resources. Additionally, I stay ahead of changes in Medicare premium surcharges (IRMAA) that might affect your family due to income changes. This multi-year strategy is specifically crafted to cater to caregiving families, focusing on how to retain more of your hard-earned money while fulfilling care obligations across generations. If simplifying your tax obligations while maximizing savings sounds appealing, let's discuss how my guidance can benefit your family's journey.