Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1806 - Elder Care Planning: The New Tax Law and the 'Sandwich Generation'

Nov 29, 2018 3:30pm ‐ Nov 29, 2018 4:20pm


Description

Elizabeth Forspan, Esq. will discuss elder care planning and how the CPA plays a critical role in the aging process. She will review key issues affecting clients in the 'sandwich generation' and how the CPA can assist them with their planning and with their parents' planning. Topics will include budgeting for health care and long term care, household income and expense considerations, tax and estate planning for seniors and the professional team. Elizabeth will also discuss way to help clients protect against financial elder abuse.

  • Recognize the CPA's key role in the elder care and long term care planning process.
  • Identify the various issues affecting seniors and how the CPA can help senior clients protect and preserve their assets.

Speaker(s):

You must be logged in and own this session in order to post comments.