CPAs Role

    CPA's Role 

    Do you have older clients with concerns about health care, financial well-being, estate planning and maintaining their independent lifestyle? What are the issues on rapidly growing service market for clients in this phase of life? Find out about the PrimePlus/ElderCare services that many CPAs are providing.

     

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    Elder Planning Glossary

    Glossary Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence. View a glossary of terms related to Elder Planning services.
    Published on January 15, 2013

    The CPAs Role in Elder Planning Services

    Article Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning.
    Published on May 16, 2011

    Introduction to Elder Planning Services

    Overview Elder Planning services are a unique and customizable package of professional services intended to help older adults maintain their desired lifestyle and financial independence and challenging you to step beyond more traditional financial services to take on nonfinancial services as well.
    Published on April 28, 2011

    CPAs Role

    Overview Older clients have concerns about health care, financial well-being, estate planning, and maintaining their independent lifestyles. Find out about the PrimePlus/ElderCare services that many CPAs are providing.
    Published on April 13, 2010

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