Tax issues in special needs planning can be complex, and failing to address them adequately can have significant financial consequences for beneficiaries and families. From the taxation of SNTs to managing income from inherited IRAs, navigating these rules is essential to ensure compliance and optimize outcomes for your clients. In this session, attendees will learn about the critical tax considerations involved in special needs planning, including trust taxation, deductions, and how different types of assets are treated. With this knowledge, attendees can craft tax-efficient strategies that safeguard their clients’ financial futures while preserving their public benefits.