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    Practice Development Opportunity for CPAs Assisting Older Clients With Housing Decisions

    Article This article reveals the basics of CCRCs. An upcoming article will provide the analysis a CPA can perform for his client to help determine if the move into a CCRC makes financial sense.
    Published on January 28, 2011

    Ted Sarenski Advises Seniors on Mortgages in Associated Press

    News Associated Press taps Ted Sarenski, CPA/PFS, chair of the ElderCare/PrimePlus Committee to advise seniors on reverse mortgages
    Published on November 11, 2010

    2015 AICPA Implementing Personal Financial Planning Services Seminar

    AICPA Store Jan 17, 2015 - Jan 18, 2015 - Las Vegas, NV – Build a successful PFP practice and create new revenue streams, deepen client relationships and increase client retention. Discover step-by-step methods to customize your business model learn from experts in the field as they share best practices and experiences to help you build your own successful PFP business.

    2015 Advanced Personal Financial Planning Conference

    AICPA Store ...imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement

    AICPA Online Advanced Personal Financial Planning Conference

    AICPA Store ...imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
    Published on August 21, 2014

    Q&A With Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on August 14, 2014

    Elder Planning Services Useful Web Site Links and Resources

    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 Planning practitioners may find useful.
    Published on August 28, 2014

    Will Your Clients Continuing Care Retirement Community Become Unaffordable

    Article Errors in pricing may result in substantial increases in monthly fees residents pay to their Continuing Care Retirement Community (CCRC). How CPAs can lessen the risk.
    Published on January 28, 2011

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
    Published on August 14, 2014

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