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. 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 some of the technicalities involved in making the best use of the existing law.
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.
Eileen Elias, Deputy Director, Office on Disability, U.S. Department of Health and Human Services
Stephen 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.
Donald Dill, Senior Tax Analyst, Internal Revenue Service, Stakeholder Partnerships, Education and Communication (SPEC), Volunteer and Community Organizations
Michael Morris, 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 and Questions should be sent to Margaret Callahan at email@example.com 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,
a new website by the NCB Development Corporation (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 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. 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 firstname.lastname@example.org 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.
To the Federal Deposit Insurance Corporation (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 Johnette Hartnett, Ed.D.
NCB Development Corporation
1725 Eye Street, NW, Suite 600
Washington, D.C. 20006
Ph: 202-218-7284 Fax: 202-218-7297
Law, Health Policy and Disability Center
University of Iowa