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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This blog post discusses proactive steps that you can take to educate and protect your senior clients.
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.
This blog post explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.
It is common for aging homeowners to renovate their home to accommodate their disability. This article examines what qualifies for the medical expense deduction,
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.
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.
This blog posts shares ideas about ways you may be able to expand your practice to address the needs of aging clients.
This archived webcast discusses situations of “planning disasters”, a new paradigm for planning, 7 later life planning strategies, and why every firm can render these...
This article provides some factors to include in the discussion of end-of-life care with your clients.
In this podcast, Ted Sarenski discusses practical strategies in working with your individual clients as they experience the cognitive decline.