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6 Planning Ideas for CPAs Who Have Aging Clients Logo aicpa

  Free |   AICPA |   08 Aug 2016 |   AICPA Insights

You might have noticed the “graying” of your clients and thought “how can I, as a CPA and trusted adviser, provide services that meet their changing needs? What are the practice considerations surrounding those services?” This blog post explores some ideas the you may be able to incorporate into your practice.

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning, Foundational