Elder Planning Services

Elder Planning and Life Transitions after Retirement 

CPA planners are in the business of helping clients address life transitions, whether it is joining the workforce, starting a business, starting a family, planning for college, or making the decision on when to retire.  These transitions do not stop at retirement.  Elder planning sometimes conjures images of complicated health and housing issues that CPAs are not as equipped to address. But if we break them down into the different types of transitions and decisions, it becomes clear that the skills and knowledge brought by the CPA planner complement other professionals to best serve their clients.

The AICPA Personal Financial Planning Division assembled both CPA and non-CPA thought leaders to provide resources throughout 2016 on these transitions after retirement to help our members better address these needs with their clients.

The CPA's Guide to Financing Retirement Healthcare

The CPA’s Guide to Financing Retirement Healthcare (by James Sullivan) explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their clients.  We hope you will find this guide a valuable tool to use in giving advice to any clients approaching or in retirement and concerned about healthcare.  The guide contains technical information punctuated by timelines and charts and supplemented with client questions and appropriate advisor responses.


Practice Management and Client Relationships

Elder Fraud and Financial Abuse

Six part series on Planning for Aging Clients (Martin Shenkman - Courtesy of CCH)

General Financial Planning Topics

Medicare and Health Issues

Housing Decisions


Other Resources

We give special thanks to the CPA planners that have contributed their expertise to the 2016 panel discussion on addressing life transitions after retirement; providing valuable insights and creating resulting deliverables throughout the year: Lyle Benson, CPA/PFS, Clark Blackman II, CPA/PFS, Brad Breeding, Jean-Luc Bourdon, CPA/PFS, Gina Chironis, CPA/PFS, Dirk Edwards, CPA/PFS, Elizabeth Forspan, Esq., Sid Kess, CPA, Vicky Kind, Steven Melnik, Carolyn McClanahan, MD, CFP, Scott Pelfrey, CPA/PFS, Ted Sarenski, CPA/PFS, Jim Shambo, CPA/PFS, Scott Sprinkle, CPA/PFS, Tom Trainor, CPA, and Mike Velazquez, CPA/PFS

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