CA ONLY – Qualified Medicaid Waiver Payments Not Subject to Federal Tax in 2014

By Regina M. Levy CPA UPDATED 3/4/15 – IRS ISSUES NEW Q&A REGARDING NOTICE 2014-7 On February 23, 2015, The IRS issued revised Q&A’s to this important notice. Please follow the link to the IRS website to read all 20 questions and answers. I want to call your attention to a couple important items: # […]

Tax Strategies for Parents of Kids with Special Needs

Tax Strategies for Parents of Kids with Special Needs – Updated for Obamacare December 1, 2013 By Regina M. Levy, CPA The Patient Protection and Affordable Care Act (PPACA), known as OBAMACARE, has some significant implications for special needs families. While we are just beginning to see how far reaching this act is, I am […]