People with disabilities and their families have a unique set of financial challenges and risks that can seriously complicate their taxes. In this webinar, we hear from financial advisor and special needs mom Cortney Heykoop of Clover Leaf Strategies. Topics covered include:
Medical and impairment-related work expense tax deductions
Tax benefits of Able Accounts
IRA distribution strategies to decrease taxes
The exclusion of income from federal taxability
Lodging agreement/rental agreements for your adult child
The unique tax needs of families with special needs children and young adults.
12:30 pm – 1:30 pm The Next Chapter: Preparing Siblings or Family Member to Become Primary Caretakers of your Child with a Disability
About the Expert
Cortney Heykoop has been in the banking and financial services industry since 1999, and in 20218 launched Clover Leaf Wealth Strategies. She focuses on financial planning for families with a passion for the disability community, and adopted a child with a disability in 2007. Her experience with the isolation and struggles felt by parents of children with disabilities inspired her to become a trusted advisory to those families.
She holds a degree in International Economics and Finance from The Catholic University of America and is a member of The Society for International Development, serves as the Secretary on the Board for the Arc of Loudoun, the Lucketts Ruritan Chapter, Lucketts Business Collaborative, the Loudoun County Chamber of Commerce, PTA, multiple Boosters Clubs, and has been a multi-troop Leader for the Girl Scouts of America.
The Arc of Loudoun strives to host inclusive, accessible events that enable everyone, including people with disabilities, to engage fully. Anyone who requires a reasonable accommodation for any type of disability or needs language assistance should contact Eileen Shaffer at ally@thearcofloudoun.org. Three business days’ notice is requested.
Register here!
People with disabilities and their families have a unique set of financial challenges and risks that can seriously complicate their taxes. In this webinar, we hear from financial advisor and special needs mom Cortney Heykoop of Clover Leaf Strategies. Topics covered include:
Register here!
Agenda
11 am – noon
Tax Seminar
Noon
Lunch
12:30 pm – 1:30 pm
The Next Chapter: Preparing Siblings or Family Member to Become Primary Caretakers of your Child with a Disability
About the Expert
Cortney Heykoop has been in the banking and financial services industry since 1999, and in 20218 launched Clover Leaf Wealth Strategies. She focuses on financial planning for families with a passion for the disability community, and adopted a child with a disability in 2007. Her experience with the isolation and struggles felt by parents of children with disabilities inspired her to become a trusted advisory to those families.
She holds a degree in International Economics and Finance from The Catholic University of America and is a member of The Society for International Development, serves as the Secretary on the Board for the Arc of Loudoun, the Lucketts Ruritan Chapter, Lucketts Business Collaborative, the Loudoun County Chamber of Commerce, PTA, multiple Boosters Clubs, and has been a multi-troop Leader for the Girl Scouts of America.
Register here!
The Arc of Loudoun strives to host inclusive, accessible events that enable everyone, including people with disabilities, to engage fully. Anyone who requires a reasonable accommodation for any type of disability or needs language assistance should contact Eileen Shaffer at ally@thearcofloudoun.org. Three business days’ notice is requested.
Details
Venue
Leesburg, VA 20176 United States + Google Map