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Part of a Sensible Tax Strategy

Did you know that both your Kendal at Home Membership fee and your ongoing monthly fees are tax deductible?  Make sure you have an understanding of the tax laws pertaining to healthcare and how you can put them to work for you.

Now is the time to apply for Membership!

Our membership fees are 100% tax deductible as a prepaid medical expense. You can choose to pay the entire upfront amount in one year, or you can pay a portion in 2021 and the remaining portion in 2022 spreading the tax benefits over two years.

Since the application process can take 6-8 weeks to complete, the time to apply is now so you can lock in the tax advantage for this year.

Tax advantages apply to our monthly fees as well ...

The ongoing monthly fees can help with your deductions, too. Tax deductions for those costs typically range between 60-65% each year - a lifetime  tax advantage benefit. On October 5th there will be a session with tax advisor, Brad Norton. To learn more register for the discussion at the link below.

Register for Tax Strategy Session on October 5

Quality of Life as You Age Without Leaving Your Home

We all need a support system as we age. Why wait until something happens to make a decision? Our team of dedicated experts are available to help you build a plan that gives you peace of mind as you explore your next act.

Why members join Kendal at Home:

  • Care Coverage – Enjoy a lifetime of long-term care whenever and wherever the need arises and preserve your home asset
  • Healthy Aging PlanDevelop a customized plan to keep you healthy and maintain your independent lifestyle as you age at home
  • Care ManagementOur values-based team of Care Coordinators are here to work with you and advocate for you, reducing the burden of care on your loved ones

Looking to better understand the costs associated with becoming a Kendal at Home Member?

The costs to join Kendal at Home vary on several factors including your age when you join as well as the level of benefit you are interested in receiving. To learn more* connect with our team for a personal consultation.

*Please consult your tax advisor for specific tax advice.