Understanding LTC Tax Advantages and Tax Reporting

For LTC Combo and Hybrid Products

CLTCs: $89.00 (members save $60.00)
Non-CLTCs: $149.00

Understanding LTC Tax Advantages and Tax Reporting

Business owners and individual taxpayers are always looking for tax deductions, and one overlooked deduction is premiums for long-term care coverage – particularly with hybrid LTC policies. In addition, tax forms can be confusing for both the client and their financial professional. Learn about tax-advantaged LTC opportunities for clients and business owners.

You will learn,

  • Tax Rules Common to All LTC Benefits
  • The Hierarchy of Tax Advantages by Situation
  • Tax Advantages for Individuals
  • Tax Advantages for Pass-Through Entities
  • State Tax Deductions and Tax Credits for LTC Premiums
  • §1035 Exchanges with LTC
  • Which IRS Tax Forms to Use

Get the answers to your tax-related questions in this 1-hour CLTC training video led by industry expert and leader Shawn Britt, CLU, CLTC.

* Upon purchase, this video will be added to your CLTC account for viewing. For non-CLTCs, if you need help setting up an account, please contact our support team at 877-771-2522.