CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Elder Care Planning In 2020: The CPA As A Key Figure

Elder Care Planning In 2020: The CPA As A Key Figure

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00250-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0258)

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 of Qualified Retirement Plan for ERPAs (Approval No. 00560-21)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00250-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00250-20-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Nov 03, 2021 | 03:30 PM EDT Register


  • The Elder Care Team
    2 mins
  • The Elder Care Team: Communication
    17 mins
  • First and third Party Special Needs Trusts
    21 mins
  • Power of Attorney
    21 mins
  • Where the attorney, CPA and Financial Advisor Can Work Together
    32 mins

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 planning 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?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeeper
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA





very engaging speaker and extremely knowledgeable about her work