Led by Steve Springer, CPA

Join this Experts in Aging speaker series! On the first Wednesday of each month, we’ll feature leading professionals who are shaping the field of aging—sharing insights, research, and practical knowledge.

This informative presentation explores tax issues common to senior adults including: Tax brackets, estate and gift taxes, Step-up in basis upon death, gifting property to children, Medicaid (TennCare), sale of primary residence, Social Security, taxable retirement plan distributions, Medicare, standard deduction, senior deduction (new), itemized deductions, above-the-line charitable contribution deduction (new), Qualified charitable distributions from IRA, donating appreciated property, Trump accounts, and record retention.