Why One Firm Decided to Offer Elder Planning Services
Article:
In this article Jon Meyer, Managing Owner of OmniCare Family Resources, LLC discusses his firm's decision to offer Elder Planning services, so that other CPAs considering this specialty can learn from their experience and reap the financial and emotional rewards of running a successful Elder Planning practice.
Published on January 15, 2013
Getting Started in Elder Planning Services
Article:
Learn how you can get started in Elder Planning in developing a successful practice. Read more about researching your market, marketing your services, and developing a successful practice.
Published on September 01, 2011
Introduction to Elder Planning Services
Overview:
Find out how to get started in providing PrimePlus/ElderCare Services within your tax practice, why you should get involved, and what the benefits are in this niche practice. Access articles and examples & case studies.
Published on May 18, 2011
What are Elder Planning Services and Why Should I Get Involved
Article:
Practitioners who offer Elder Planning services not only expand their firm's scope of services and increase the revenue from their existing clients, but they also attract and retain new clients who are struggling with Elder Planning related issues. Learn more about the specifics of Elder Planning Services.
Published on May 16, 2011
An Interview with Mike Seefeld
Member Profile:
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services.
Published on April 28, 2011
What is the Difference Between ElderCare Services and PrimePlus Services
Article:
The AICPA changed the ""ElderCare"" brand to ""PrimePlus Services"" to make it easier for clients to see the connection between traditional services and the new, more global approach to the services that older clients need. Learn more about the name change and the new focus of the brand.
Published on October 25, 2010
What Skills Do I Need to Provide ElderCare and PrimePlus Services
Assessment:
See what skills you may need to provide ElderCare and PrimePlus services. Use this online skills assessment tool to help build a plan.
Published on October 13, 2010
An Interview with Debra Wright
Member Profile:
Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm that this would be an attractive practice area given the demographics of their market.
Published on October 13, 2010
Examples and Case Studies
Overview:
These real life case studies and analyses address current PrimePlus/ElderCare practice management issues.
Published on April 13, 2010