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 Planner Newsletter
The Planner is an award-winning, bi-monthly, quick-read newsletter focusing entirely on personal financial planning news brought to you by the AICPA's PFP Community.
Published on January 10, 2014
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 January 03, 2014
Health Care Reform
Stay up to date on legislative and regulatory issues relating to health care reform.
Published on February 03, 2014
What CPAs Must Know to Advise Clients on Health Care
This story covers the highlights from a recent webcast presented by Ted Sarenski about the Affordable Care Act and how it affects estate and financial planning.
Published on February 05, 2014
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
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.
Published on February 04, 2014
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on February 13, 2014