26 results, Page 3 of 3

Tax Scams and CCRC Deduction

https://blog.kao.kendal.org/tax-scams-and-ccrc-deduction

as income.” A portion of fees for Kendal at Oberlin residents are considered pre-paid healthcare expense. The deductible amounts vary from year to year and are determined annually by the community, based on the relative costs of providing care services. To get an idea of what the deductions may be, ask

Filing for 2020 Federal IncomeTax: What is New?

https://blog.kao.kendal.org/filing-for-2020-federal-incometax-what-is-new

and the portion of the monthly fee attributable to medical care paid by continuing care retirement community residents is deductible as medical expenses.  “Most Kendal at Oberlin residents receive a significant tax deduction for the medical component of the monthly fee. New residents receive an even

It’s Tax Time - Tax Tips for Seniors

https://blog.kao.kendal.org/its-tax-time

available but why bother. “If you file a paper return the processing time could be up to a year, possibly more,” says Oberlin CPA Vance DeBouter. Vance is a member of Kendal at Oberlin’s Finance Committee and a former Board member. “The use of paper forms instead of a software package also requires

{Webinar} Retirement Living Plans in an Uncertain Environment

https://blog.kao.kendal.org/retirement-living-plans-in-an-uncertain-environment

be able to leave money to family and/or charities?  “Then ask yourself, ‘How does the current situation affect my plan?’” Brad says. Here are 3 tips from Brad to help you answer that question, which he outlined in an hour-long webinar prepared for Kendal at Oberlin and five other Kendal affiliates

Stay Up-to-Date on Scams

https://blog.kao.kendal.org/stay-up-to-date-on-scams

a Retirement Community Learn about more financial considerations to help you evaluate a life plan community! Download My Copy   In the past, Molly Kavanaugh frequently wrote about Kendal at Oberlin for the Cleveland Plain Dealer, where she was a reporter for 16 years. Now we are happy to have her writing

The ABCs of RMDs

https://blog.kao.kendal.org/the-abcs-of-rmds

to help you evaluate a life plan community! Download My Copy   In the past, Molly Kavanaugh frequently wrote about Kendal at Oberlin for the Cleveland Plain Dealer, where she was a reporter for 16 years. Now we are happy to have her writing for the Kendal at Oberlin Community. About Kendal

Ruth Bader Ginsburg: A Law Clerk Remembers

https://blog.kao.kendal.org/ruth-bader-ginsburg-a-law-clerk-remembers

prospect if you go on the merits.’ I was thrilled when she was nominated,” says Jonathan about the woman for whom he had clerked a decade earlier and who had become a good friend. Jonathan, now a CWRU professor emeritus, moved to Kendal at Oberlin this summer with his wife, Carol Conti-Entin. These past

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