Schedule a Consultation 410.461.3900

WEBINAR: Tax Planning: Continuing Care Retirement Communities
Baltimore-Washington Financial Advisors invites you to an interactive workshop, “Tax Planning: Continuing Care Retirement Communities”. Today, seniors have more housing options than ever before. Understanding the financial complexities of these various choices can be overwhelming. Join us for a discussion about the details of moving into a CCRC, including potential tax deductions.

WEBINAR
JUNE 26, 2026
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

  • Differences between a CCRC vs. an Assisted Living Facility
  • Best age to move in
  • Payment types
    • Initial
    • Ongoing
  • Does my family get anything back at my death?
  • What are considered medical expenses?
  • What payments are tax deductible?
  • Benefits of choosing a CCRC
  • Which community is right for me?


PRESENTERS:
TOWNSEND HORNOR, JR.
CEPS
Managing Director, Wealth Management & Executive Committee
LAWRENCE M. POST
CPA, MST, CFP®, CIMA®
Senior Tax and Planning Advisor

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact
Jadyn Wynn, Marketing Associate | [email protected] | 410-461-3900