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AICPA National Tax Conference 2012


Top 10 Planning Ideas in Advising Seniors


Nov 7, 2012 10:50am ‐ Nov 7, 2012 11:50am

Description

This session presents a review of the top estate, financial, tax and long-term care planning opportunities for our senior clients, including:

  • Understanding long-term care financing alternatives
  • Using trusts for asset protection and tax reduction
  • Coordinating beneficiary designations with estate planning objectives

Speaker(s):

  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP

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