Tax Tips for Caregivers & Long-Term Care Planning with Jennifer Zimmerman
Manage episode 353343078 series 3406334
Tax Tips for Caregivers & Long-Term Care Planning
Join Kelly and her guest, Jennifer Zimmerman, Tax Senior Manager at GBQ Partners.
In this episode:
🔹 Threshold for claiming loved ones as dependents on tax returns
🔹 Credits and deductions for caregivers
🔹 Medical expense and long-term care insurance deductions
🔹 Gift tax
🔹 Tax tricks for those at retirement age
🔹 How IRS contacts you. Beware of scammers.
Watch this episode on YouTube:
https://youtu.be/9OJu_vAekHA
Find out more about GBQ Partners and Jennifer:
https://gbq.com/columbus-ohio/
This episode was recorded in Nov 2022. Tax laws are subject to change.
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care Columbus.
Come back next time for more helpful guidance!
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