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

Ratings and Review

4.6

730 Ratings

Excellent

466

Very Good

227

Average

32

Poor

4

Terrible

1

MW

Mary Walker, Consultant

Jun 11th, 2020

Elizabeth is an excellent instructor. She has great talent and knows how to engage and share her wealth of information at the same time. I give her 10 stars out of 5!

JB

Jacqueline Banda, AFSP, EA, Tax Professional

May 13th, 2021

The webinar was highly effective in introducing me to the topic. I enjoyed the rapid pace from the perspective of an attorney. I appreciate the advice of not depending on a canned-online legal service. I will be able to use this knowledge for my clients, and myself.

DF

Donna Freund, CPA (US)

May 14th, 2021

This webinar was very similar to Key Estate Planning which was awesome. It is nice to hear the information again. She certainly made me realize that a Power of Attorney is and important tool even for young people.

SE

Steven Elliott, CPA (US)

Mar 11th, 2021

Excellent session by an excellent instructor, sharing tips and important knowledge on such an important topic that so often catches many people and even practitioner's off guard!

PT

Phoebe Tang, CPA (US)

Mar 24th, 2021

very informative and even though I don't do taxes in the US, it is interesting to learn the importance of having different parties to do the tax planning for the elderly

Subject Area

Taxes

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