AICPA ENGAGE 2018


ENG1815 - Planning for Aging & Ill Clients


Jun 12, 2018 1:50pm ‐ Jun 12, 2018 3:05pm

Standard: $49.00

Description

This session will focus on issues that affect our clients as they age. With the enhanced federal estate tax exemption, many clients are now more concerned with how to obtain and pay for long-term care. The speaker will address the different types of long-term care available and the various financing options available. Relevant tax considerations will also be discussed.

Learning objectives:

• Learn how to advise clients concerned about how to pay for long-term care

• Learn how to advise clients on how to plan for incapacity.

Speaker(s):

Tags: PFP EST TAX

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