As we get closer to Tax Day, here’s an article you should read if you adopted a child with special needs. There are tax credits that you should know about. Click here to read the full article.
Author: Scott Russell
Scott has over 20 years in the financial services industry, primarily at the institutional level of a Broker Dealer and Investment Advisor with over $30 billion in assets. His corporate experience includes managing M&A activity, operations, corporate culture, and serving on investment committees. Scott now serves families and business owners by providing financial planning advice. Scott has a Bachelor of Science degree in Business Administration with a major in Finance from the University of Florida. He has also completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania. Scott is a registered representative and registered investment advisor with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. Cummings Financial Organization, Inc is not affiliated with TFA.
4 Special Needs 