WEBINAR: Tax Planning: Continuing Care Retirement Communities

Baltimore-Washington Financial Advisors invite 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
APRIL 23, 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