Current Federal Tax Developments

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2023-03-20 Taxes and Medical Expenses

This week we look at:

  • Trust that was meant to be a CRAT found not to be one and attempted fix was too late and not undertaken correctly

  • PLR looked at whether item for consumption by infant to reduce risk of developing a condition was all or partially a medical expense

  • IRS produces FAQ on whether different types of health expenses qualify as medical expenses

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2023-03-20 Taxes and Medical Expenses Edward K. Zollars, CPA (Kaplan Financial Education)

The slides and links to the documents can be downloaded here:

2023-03-20 Current Federal Tax Developments