Audio Conference Invitation

[Guest guest]

Audio Conference Invitation

March 16, 2005

12:00 – 2:00PM EST

The U.S. Tax System: Opportunities and Challenges for Persons with

Disabilities, their Families and their Employers.

Co-Sponsored by the NCB Development Corporation, the Federal Deposit

Insurance Corporation (FDIC), the Office on Disability, the United States

Department

of Health and Human Services, the Internal Revenue Service/Stakeholder

Partnerships, Education and Communication (SPEC), and the Law, Health Policy,

and

Disability Center, University of Iowa, College of Law.

* TAX facts+ campaign is a new model for community economic

development and individual and family asset building for persons with

disabilities.

* TAX facts+ is working with existing community based tax and

financial education low-income coalitions in 13 cities nationwide to expand

targeted

outreach to include people with disabilities.

March 16, 2005 Audio Conference on the U.S. Tax Code for Persons with

disabilities, their families and employers

TAX facts+ audio conference on the U. S. Tax Code for persons with

disabilities, their families and employers is a timely topic for those preparing

to

file returns. The tax code contains a number of provisions of special interest

to people with disabilities, their families and their employers, such as the

disabled access credit, that was written specifically with people with

disabilities in mind. Others, such as the medical expense deduction derive

their

significance from the interpretation the courts have given to various words

and concepts to benefit individuals with disabilities.

The Audio Conference will explore the law from three standpoints:

1. Examine what benefits and opportunities the Tax Code currently

offers by way of credits, deductions or other tax advantages that are

specifically

related to disability;

2. Explain technicalities involved in making the best use of the

existing law and address some of the ways in which these provisions fail to

achieve

their intended goals, and propose alternative approaches for the

consideration by policymakers and citizens; and

3. Explain what a practitioner (tax advisor) and families need to do to

surface relevant tax

issues; what the key issues are and how they are addressed.

One example may prove helpful. Many assistive technology devices and

services qualify for deductibility as medical expenses. But if the taxpayer

described them as assistive technology, the deduction would probably be denied

because that is not a recognized tax law term. Taxpayers need to know the

appropriate terminology in order to fully benefit from the opportunity.

The Speakers

Mendelsohn, J.D. is an attorney advocate and author who is currently

co-principal investigator for the Asset Accumulation and Tax Policy Project,

a NIDRR funded grant at the Law, Health Policy and Disability Center,

University of Iowa, College of Law.

Dill, Senior Tax Analyst, Internal Revenue Service, Stakeholder

Partnerships, Education and Communication (SPEC), Volunteer and Community

Organizations.

S. Kitchen, J.D. and LL.M., is a private attorney who has a family

member with a disability, and has represented people with disabilities and

their

families as a private attorney for over 20 years.

, Moderator, Director of the National Disability Institute at

the NCB Development Corporation

And Associate Director, Law, Health Policy and Disability Center, University

of Iowa College of Law

Registration Information

Registration Information and Questions should be sent to Margaret Callahan

at _mcallahan@..._ (mailto:mcallahan@...) in advance of the audio

conference. The registration form is attached as a file to this email.

Please fill-out and return to Margaret Callahan. The registration form may also

be

accessed by visiting _www.mastermymoney.org_ (http://www.mastermymoney.org/)

, a new website by the NCB Development Corporation (_www.ncbdc.org_

(http://www.ncbdc.org/) )

Register for the April 20,2005 audio conference on Financial Education for

Persons with Disabilities

at the same time!

Accessing the Audio Conference

The Audio conference can be accessed by visiting _www.mastermymoney.org_

(http://www.mastermymoney.org/) and linking to: “The U.S. Tax Code†at the

top

of the page. The audio conference can also be accessed by visiting

_disability.law.uiowa.edu/lhpdc/projects/aatp-casts.html_

(http://disability.law.uiowa.edu/lhpdc/projects/aatp-casts.html) . Each site

will provide call-in numbers

for the conference by March 15, 2005.

Questions for the Presenters

It is possible for participants to ask questions of the presenters.

Questions for the panel can be emailed to Margaret Callahan at

mcallahan@...

until the end of the audio conference on March 16, 2005.

TAX facts+ Campaign

TAX facts+ is a multi-faceted national campaign that will empower

communities working with persons with disabilities to participate and expand

their

knowledge and utilization of favorable tax benefits and financial education

services. TAX facts+ will direct needed public attention to the advancement of

economic freedom and full community participation of persons with disabilities.

The campaign has three parts that includes material development, training,

and technical assistance activities.

The purpose of the TAX facts+ campaign is to build knowledge and utilization

of favorable tax provisions and financial education for individuals with

disabilities, their families and employers to empower and advance self-directed

economic security.

SPECIAL THANKS

To the Federal Deposit Insurance Corporation (_www.FDIC.org_

(http://www.fdic.org/) ) for providing the studio and services necessary for

the production

of the March16, 2005, and April 20, 2005 audio conference series.

TAX facts+ Campaign Questions

ette Hartnett, Ed.D.

Vice President

NCB Development Corporation

1725 Eye Street, NW, Suite 600

Washington, D.C. 20006

Ph: Fax:

E-mail: _jhartnett@..._ (mailto:jhartnett@...)

&

Law, Health Policy and Disability Center

University of Iowa