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Elder and Special Needs Planning

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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine professional environment and non-financial factors, financial decisions, taxation and income tax planning and integration with other areas of PFP. Society has been called upon to care for the widow, the orphan, and the chronically ill. In this narrated PowerPoint presentation, Tom Tillery discusses the role of the personal financial planner with respect to this demographic-to act as the fulcrum, multiplying, focusing and coordinating the efforts of the myriad advisers providing services to the elderly, chronically ill and those with special needs.

This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning. To apply personal financial planning resources effectively, the personal financial planner must become familiar with the regulatory landscape, as well as the variety of other professional disciplines that have evolved to provide care to this group. The course also covers housing options, Medicare and Medicaid issues, as well as tax planning opportunities for the elderly, chronically ill and those with special needs.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").


Delivery Method: Self-Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.