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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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The CPA's Guide to Financing Retirement Healthcare

This guide explains the basic rules of Medicare and paying for long-term care while adding planning advice to assist the advisor in discussing these topics with their...

Report Government programs Intermediate

Advising Clients on the Medical Home Improvement Tax Deduction

In this podcast, Martin Shenkman shares insights on the medical home improvement tax deduction.

Video Healthcare & housing Foundational

Protecting Clients from Financial Fraud and Abuse

In this podcast series, CPA experts Martin Shenkman, James Sullivan, and Randal Wolverton discuss elder fraud and abuse.

Article Elder & special needs planning Foundational

A Guide to Financial Decisions: Implementing an End-of-Life Plan

The material contained in this document is designed to introduce some fundamental topics related to managing the period leading up to the end of life.

Report Personal finance decisions Foundational