Social Security Planning
Guide :
Are you aware of the planning needs associated with Social Security? Learn more about how the Social Security program affects the decisions that clients need to make.
Published on May 14, 2012
The CPAs Guide to Social Security Planning
Guide :
A practical guide for CPAs as they help their clients make decisions about Social Security. You will find plainly stated information, with references to Social Security Administration publications for more details.
Published on May 04, 2012
Excerpt - CPAs Guide to Financing Retirement Healthcare
Overview :
An excerpt of the new guide for CPA as they discuss financial retirement healthcare issues including Medicare and long-term care options.
Published on May 01, 2012
Elder Planning
Video :
Do you have older clients with concerns about Social Security, financing health care, outliving their money, financial well-being, estate planning, and maintaining their independent lifestyle? learn more about the issues confronting your older clients.
Published on April 30, 2012
Paying for Retirement Healthcare
Overview :
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources
Published on April 30, 2012
CPA Guide to Financing Retirement Healthcare
Guide :
A planning tool for CPAs as they discuss the financial side of retirement healthcare with their clients, including Medicare and long-term care options.
Published on April 30, 2012
The CPAs Guide to Social Security Planning (Excerpt)
Overview :
Enjoy an excerpt from The CPA's Guide to Social Security Planning. The full version is available to PFP Section members, inclusive of PFS credential holders and PCPS firm members.
Published on February 16, 2012
Useful Web Site Links
Overview :
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planninge practitioners may find useful. Access these sites to find more resources for Elder Planning services.
Published on September 06, 2011
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
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
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
Private Annuities as an Aid to Medicaid Eligibility
Article :
Clients often ask CPA Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility.
Published on May 16, 2011
Why One Firm Decided to Offer Elder Planning Services
Article :
In this article Jon Meyer, Managing Owner of OmniCar 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 May 09, 2011
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 May 05, 2011