Elder Care Planning in 2020: The CPA as a Key Figure

4.7 (200)

Elizabeth Forspan

FORSPAN KLEAR LLP

Wednesday, February 17, 2021 | 04:00 PM EST

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • ORTP
  • PFS
  • TEP
  • CTEC

1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 10, 2021 | 11:00 AM EST Register
Mar 24, 2021 | 01:30 PM EST Register

Course Description

Elder planning sometimes conjures images of complicated health and housing issues, and it presents a critical opportunity for you, as a CPA, to serve the best interest of your clients. Accountants are typically on the “front-lines” of their clients’ financial and tax planning and thus it is critical that these professionals understand the various elder care objectives of their clients. The bigger questions are: What happens if you live and get sick? What happens if you have increased health care costs and need to rely on others for assistance for an extended period before you pass away? While advances in medical science have extend­ed our lives, many seniors need years of long-term care.

Highlights of the webinar : 

  • The Five Critical Planning Documents
  • Trusts
  • Revocable Living Trusts
  • Supplemental Needs Trusts
  • Power of Attorney
  • Statutory Gifts Rider
  • Health Care Proxy
  • Living Will
Elizabeth Forspan, Esq. of Forspan Klear LLP, will discuss the CPA and Accountant’s key role in their clients’ elder care planning. The CPE webinar will include a discussion on planning for clients’ incapacity, high-level estate planning and Medicaid planning.

Learning Objectives

  • To identify where a CPA/Accountant can work together with a client’s attorney to address estate and elder care planning needs
  • To identify areas where the CPA/Accountant can enhance their own practices and client relationships by focusing on long term care planning for their clients
  • To recall the key roles of the elder care planning team

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • Bookkeeper
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Entrepreneurial Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm

Testimonial

4.7

(200)
74%
22%
5%
0%
0%

SO

GOOD

RI

presenter was energetic and enthusiastic

VB

This has me thinking ahead - it was for personal related more than job related.

MP

One of the best instructors I have listened to.

SF

Great presentation.

LH

This was a very worthwhile presentation!