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Elder & special needs planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Elder and Special Needs Planning

In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation...

Course – Online Elder & special needs planning Intermediate

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

Personal Financial Planning Process

Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.

Course – Online Process, taxation & strategies Intermediate

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning

Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides...

Course – Online PFS credential preparation

Elder Financial Abuse: How CPAs Can Help – Part 3

This blog post discusses proactive steps that you can take to educate and protect your senior clients.

Article Elder & special needs planning Foundational

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational

Elder Financial Abuse: How CPAs Can Help – Part 2

In part two of this series, learn best practices for advising senior clients on how to spot signs of financial fraud, plus prevention techniques they can put into place.

Article Elder & special needs planning Foundational

Elder Financial Abuse: How CPAs Can Help – Part 1

This blog post explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.

Article Elder & special needs planning Foundational

Tax Planning for Aging Clients: Medical Expense Deduction for Home Improvements

It is common for aging homeowners to renovate their home to accommodate their disability. This article examines what qualifies for the medical expense deduction,

Article Deductions Foundational

How to build rapport with older clients

Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.

Article Process, taxation & strategies Foundational

In-home caregivers: Answers to tax and nontax questions

To make the process of hiring a caregiver less burdensome, this article answers the tax and nontax questions that arise when a family hires someone to help in the home.

Article Specialized issues Foundational