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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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AICPA ENGAGE

Jun 7, 2020 - Jun 11, 2020 - Las Vegas, NV- AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and...

Conference – Live Estate planning Advanced

AICPA Personal Financial Planning Summit

Join us Jan 27, 2020 - Jan 29, 2020 - Austin, TX - The AICPA PFP Summit is a deeper dive on critical topics for personal financial planners and CPAs. A gathering of...

Conference – Live Practice management & professional standards Advanced

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

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