CPA ElderCare - PrimePlus: A Practitioner's Resource Guide - Third Edition
AICPA Store:
This newly revised and expanded resource guide with CD-ROM toolkit answers your questions about offering CPA ElderCare and CPA PrimePlus services to older adult clients and their families
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...
Published on October 25, 2010
Debra_Wright_Providing_ElderCare_Services.pdf
Article:
Published on May 27, 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
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
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
Examples and Case Studies
Overview:
These real life case studies and analyses address current PrimePlus/ElderCare practice management issues
Published on April 13, 2010
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
Social Security
Article:
Share this simple article about social security, written by Ted Sarenski, CPA/PFS and chair of the AICPA PFP Eldercare Taskforce, with your clients or use it as a starting point for media opportunities
Published on May 07, 2010
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
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
2014 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
Personal Financial Planning Committees and Task Forces
Overview:
This page lists PFP-related committees and committee objectives.
Published on April 18, 2010
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 January 15, 2013
About Us - AICPA PFP
Overview:
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 11, 2012