Planning with Tax Advantaged Long Term Care Insurance

August 19th, 2025 - August 19th, 2025 @ 8:30 AM-10:00AM

Member Price $0
Non-Member Price $25
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Credits

1.5

Description

Planning with Tax-Advantaged Long Term Care Insurance: This 1.5 hour workshop will introduce you to the various types of 7702b Long Term Care insurance products, and will discuss both the protection and the numerous tax planning opportunities they offer, for both individual clients and business owners. You will leave with a better understanding of the importance of planning for extended care, and how to leverage current tax advantages.

Objectives

Provide tax and accounting advisors with an overview/understanding of the tax advantages associated with current Long Term Care insurance products.

Major Subjects

  • Brief introduction to the growing need & market
  • Tax-qualified (7702b) Long Term Care Insurance products
    • Stand-alone / traditional LTCI
    • Life & LTC Hybrids
    • LTC Annuities
  • Tax benefits of LTC insurance
    • Individuals
    • Businesses & Business Owners
    • Pension Protection Act opportunities
  • Questions & closing comments

Prerequisites

None