FEBRUARY 13 – ABLE, the IRS and Tax Advantages – What You Need To Know

February 13, 2020 – 2:00 – 3:00 p.m. ET

The Stephen Beck Jr. Achieving a Better Life Experience Act, or ABLE, was passed by Congress in 2014. ABLE Accounts are tax-advantaged, section 529A accounts under the IRS tax code, and the IRS has provided guidance related to ABLE accounts. During this webinar, attendees learned about maximizing ABLE savings, qualifying for tax credits, which may result in tax savings, and accessing free tax preparation services. This webinar discussed the following  timely information:

  • Find out about the IRS ABLE guidelines and proposed rules
  • Clarify qualified disability expenses;
  • Utilize tax incentives to build your ABLE savings
  • Increase your knowledge of the interaction of SSA work supports, QDEs and tax filing
  • Learn about free tax preparation services

The presenters on this webinar were:

  • Don Dill, IRS Senior Tax Analyst, SPEC Headquarters
  • Miranda Kennedy, Director, ABLE NRC
  • Laurie Schaller, Manager, Financial Empowerment, National Disability Institute

Please note: Real time captioning will be provided for this webinar. For other accommodation requests, questions about the webinar, or the registration process, please contact us at info@ablenrc.org.

Webinar Materials:

Presentation Slides
Transcript