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Cognitive impairment does not necessarily have to derail your clients’ planning Logo aicpa

  Ilana Polyak |   Free |   AICPA |   12 Jun 2017 |   Journal of Accountancy

Clients in the early stages of Alzheimer’s disease or dementia may still be able to take part in financial planning. Learn what precautions CPAs need to take when working with these clients.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational