Tax Planning & Financial Literacy

This educational webinar is presented by Jara Rios-Rodriguez, Director of Tax Services at Akamai Investment Advisors SC. With a diverse background spanning academia, nonprofit leadership, and financial education, Jara is passionate about helping families build financial confidence and better understand the systems that support them.

In this session, Jara will explain important tax benefits available to families caring for a child with disabilities. The webinar will provide practical guidance on eligibility rules, tax credits, and simple strategies for tracking medical and caregiving expenses that may help reduce your tax burden.

In this webinar, you will learn:

• ✓Who qualifies as a dependent when a child has a disability
• ✓How Earned Income Tax Credit (EITC) age rules work when disability is involved
• ✓Which medical and caregiving expenses may be tax-deductible
• ✓How to properly track medical expenses for tax purposes
• ✓Practical tips families can use to better organize financial records throughout the year

Who should attend:

• ✓Parents and caregivers of children with disabilities
• ✓Families who want to better understand tax credits and deductions available to them
• ✓Individuals looking for guidance on organizing and tracking medical expenses