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Employing Caregivers: What Accountants and Their Clients Need to Know

 

Make sure you are up to speed on the nanny tax reporting rules and regulations.

During this topic you will learn the tax requirements, legal issues and practical information needed to counsel clients who need to hire caretakers to care for a family member. The material will help you with reviewing contracts, tax filing and other documentation required when hiring a caregiver.

Agenda

Faculty

Donna J. Jackson, CPA, J.D., LL.M.

Donna J. Jackson, CPA, J.D., LL.M.

Donna J. Jackson, Attorney at Law, PC

  • President of Donna J. Jackson and Associates, PLLC
  • Practice focuses on estate planning, elder law, probate, special needs planning, and taxes
  • Speaker in Oklahoma and nationally on areas of estate planning, elder law, and probate
  • Co-author of Getting Started with Advance Directives, American Bar Association; Planning for the Long Term, Senior Lawyers, May 2019; and The Opioid Crisis and the Elderly, Bench and Bar, December 2018
  • Recipient of many awards for her service and leadership in the legal community, including the Earl Sneed Award for her contributions to continuing legal education and Elder Law, Lawyers of Distinction
  • Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, and Oklahoma Society of CPAs
  • Certified public accountant
  • LL.M. degree, Stetson University College of Law; J.D. degree, Oklahoma City University School of Law; M.S., B.S. degrees in accounting, Oklahoma State University
  • Can be contacted at [email protected] or 405-840-1874

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