Elder Planning Task Force
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
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
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
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
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
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
Resources for CPAs on retirement healthcare including a CPA guide and links to other resources.
Published on May 19, 2014
Social Security Planning
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
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
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