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    Elder Planning Task Force

    Roster Learn about the Elder Planning Task Force's objective and members
    Published on April 07, 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

    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 October 07, 2014

    Financial Decisions Guide - Elder Planning

    Guide Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
    Published on August 19, 2014

    Series CPA Financial Planning Thought Leadership

    Webcast This webcast series covers a wide variety of technical as well as practice management topics including advising clients on tax, estate, retirement, and elder issues and more
    Published on March 26, 2015

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
    Published on July 08, 2014

    Retirement Healthcare

    Overview Resources for CPAs on retirement healthcare including a CPA guide and links to other resources.
    Published on May 19, 2014

    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 February 19, 2015

    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Webcast Archive In this webcast, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on March 12, 2015

    AICPA Advanced PFP Conference Your Best Investment for 2014

    Article All financial planning professionals need to stay current on the latest trends and regulations; the Advanced PFP Conference is a way to keep up-to-date on these topics.
    Published on February 09, 2015

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