Brinker to Address Unique Income Tax Issues at MetLife Symposium

By Purnell T. Cropper | September 11, 2012

Thomas Brinker, Jr., LLM, CPA, CFE, ChFC, PFS, AEP, Professor of Accounting and Executive Director of the MBA program, will present “Identifying Unique Tax Benefits/Traps in Planning for Families with Special Needs Children” at MetLife’s 2012 Financial Planning and Special Needs Planning Symposium on Friday, Sept. 14, in Fort Worth, Texas.

Brinker’s presentation will address the unique income tax issues in planning for families with special needs children. In addition to reviewing the general framework in individual tax planning for families, the session will focus on financing nuances associated with the medical expense deduction, such as retirement planning distributions and home equity loans, plus the tax benefit rule, the interaction of medical expenses and home equity deductions, and other financing techniques. The session will conclude with a case study and discussion about the need for financial planners to identify, address, and resolve tax planning issues.