CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

New Major Changes to New York’s Medicaid Home Care Program

4.6 (40)

Elizabeth Forspan

FORSPAN KLEAR LLP

Monday, July 12, 2021 | 10:00 AM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00444-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0445)

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

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00444-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

On October 1, 2020, significant changes will come to New York’s Medicaid home care services program. The New York Legislature has enacted new restrictions on eligibility for Medicaid home care and other community-based long-term care services. 

In this online Tax Update CPE webinar Elizabeth Forspan, Esq. will discuss the following Key Topics: 

  • New significant changes to New York’s Community-based Medicaid (Home Care)
  • A new lookback period and other clinical changes. 
  • Review important Medicaid planning techniques, particularly in light of estate and gift tax planning. 
  • Review of the importance of irrevocable trusts and other techniques that should be considered in light of new Medicaid rules.


Due to these changes, as well as other potential changes that are still uncertain, it is recommended that anyone who may need Medicaid home care benefits apply prior to October 1, 2020.

Recommended for:

This Tax CPE webinar for CPAs is recommended for any professional or planner who works with clients on the retirement, estate or financial planning

Learning Objectives

  • To examine the new changes to the New York Medicaid Home Care program
  • To recognize the importance of advance Medicaid planning
  • To disucss the new clinical changes to the home care program
  • To examine how accountants, CPAs and financial advisors can assist their client in the long term care planning space

Who Should Attend?

  • California Registered Tax Professional
  • Certified Senior Advisor
  • CPA - Small Firm
  • Estate Planners
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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(
    [no_of_record] => 40
    [average] => 4.6250
)
 

4.6

(40)
65%
33%
3%
0%
0%

JS

Well spoken instructor. Informative information. Gave me things to consider and research in other states.

KV

great learning

AMT

This was a good seminar however, it could have been a little longer so that the instructor could have gone indepth a little more. I have done Medicaid and asset protection as well as being a tax preparer and there is a lot more that could have been discussed. It did skim the surface enough but a more in depth seminar would be nice.

RC

None