Counseling a Family in Search of Long Term Care
A significant practice opportunity exists for elder law attorneys and CPAs to counsel families faced with placing a loved one in an assisted living facility or nursing home. In this seminar, attorneys and CPAs will learn how to spot key...
Published on May 27, 2010
The CPAs Guide to Financial and Estate Planning
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on October 30, 2013
Health Care Reform
Stay up to date on legislative and regulatory issues relating to health care reform.
Published on November 22, 2013
The CPAs Role in Income Tax Planning
The CPA's role in developing tax planning strategies is broadened by the need to coordinate the analyses and recommendations with the goals, analyses, and strategies of other financial areas. Areas of personal financial planning that involve some aspect of tax planning include: cash flow planning, risk management planning, investment planning,
Published on March 29, 2011
Asset Protection Strategies
In this web seminar, you will learn ways in which your clients can protect themselves from potential future creditors, including the ethics of asset protection planning, the law of fraudulent transfers, exemption planning, amont other topics
Published on September 26, 2012
Forefield Advisor Client Communication Examples
These are a few examples of client communication tools available via Forefield Advisor.
Published on October 21, 2013
Charitable Giving Practical Strategies for Real Clients
...will provide practical ideas to guide your clients on planning charitable gifts to achieve estate, gift and income tax benefits in the context of helping clients achieve important personal, family, business and other goals
Published on September 19, 2011
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. Access these sites to find more resources for Elder Planning services.
Published on April 03, 2013
Client Letter Template
From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues has been developed for your clients.
Published on April 09, 2010
The CPAs Role in Estate Planning
In providing estate planning services, CPAs provide services far beyond straightforward financial analyses. This planning area requires a special sensitivity to the dynamics of the client's entire life?family, finances, business, lifestyle, and goals
Published on May 11, 2010