Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP® Brett Colbert Maggie Shipley Kayla Hufker
Tax time is fast approaching and if you incurred a fair amount of medical expenses in 2020, you might be wondering your options for taking deductions on the amount you paid. In one of our latest Espresso Shots, we sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at Thompson Greenspon, and discussed what the rules are for taking deductions on major medical expenses.
*Guest speakers are not registered through or affiliated through Triad Advisors
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