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Elder & special needs planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Elder Financial Abuse: How CPAs Can Help – Part 3

This blog post discusses proactive steps that you can take to educate and protect your senior clients.

Article Elder & special needs planning Foundational

Elder Financial Abuse: How CPAs Can Help – Part 2

In part two of this series, learn best practices for advising senior clients on how to spot signs of financial fraud, plus prevention techniques they can put into place.

Article Elder & special needs planning Foundational

Elder Financial Abuse: How CPAs Can Help – Part 1

This blog post explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.

Article Elder & special needs planning Foundational

Tax Planning for Aging Clients: Medical Expense Deduction for Home Improvements

It is common for aging homeowners to renovate their home to accommodate their disability. This article examines what qualifies for the medical expense deduction,

Article Deductions Foundational

How to build rapport with older clients

Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.

Article Process, taxation & strategies Foundational

In-home caregivers: Answers to tax and nontax questions

To make the process of hiring a caregiver less burdensome, this article answers the tax and nontax questions that arise when a family hires someone to help in the home.

Article Specialized issues Foundational

6 Planning Ideas for CPAs Who Have Aging Clients

This blog posts shares ideas about ways you may be able to expand your practice to address the needs of aging clients.

Article Elder & special needs planning Foundational

The elder planning documents your clients must have

This article discusses the most crucial elder planning documents for your clients to have.

Article Elder & special needs planning Foundational

Educating Your Clients About End-of-Life Care Costs

This article provides some factors to include in the discussion of end-of-life care with your clients.

Article Process, taxation & strategies Intermediate

Practical Planning for Aging & Elder Issues

This archived webcast discusses planning challenges and opportunities that arise as clients age.

Webcast Process, taxation & strategies Foundational

Clients & Their Cognitive Decline

In this podcast, Ted Sarenski discusses practical strategies in working with your individual clients as they experience the cognitive decline.

Video Non-financial considerations Foundational

The CPA's Guide to Financial and Estate Planning

This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.

Report Process, taxation & strategies Intermediate