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Tags archive: elderly

Home /Tag: elderly
Featured

ICYMI—Financial Planning Challenges Facing Older Americans

How CPAs Can Help

By  Peter J. Strauss, JD, Louis W. Pierro, JD and Elizabeth Forspan, JD

June 2020 0

In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…

Featured

ICYMI | Medicaid Qualifying Strategies When There Is No Time to Plan

How a Financial Planner Can Intervene in a Crisis

By  Howard Davidoff, JD, LLM, CPA

June 2019 0

In Brief As people age, disability can strike with little to no warning, leaving scant time for individuals and families to craft a financial plan.…

Featured

Financial Planning Challenges Facing Older Americans

How CPAs Can Help

By  Peter J. Strauss, JD, Louis W. Pierro, JD and Elizabeth Forspan, JD

May 2019 0

In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…

Featured

Twenty Questions about Planning for Medicaid and Nursing Home Care

By  Peter Karl

October 2018 0

In Brief For elderly individuals entering into nursing care, financial assistance through Medicaid can defray the often significant costs. But Medicaid has stringent needs based…

Featured

Getting Older Without Family

Addressing Personal, Legal, and Financial Concerns

By  Sidney Kess, JD, LLM, CPA, James R. Grimaldi, CPA, James A.J. Revels, CPA and Elizabeth Forspan, JD

July 2018 0

The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless…

Feature Articles

Medicaid Qualifying Strategies When There Is No Time to Plan

How a Financial Planner Can Intervene in a Crisis

By  Howard Davidoff, JD, LLM, CPA

June 2018 0

In Brief As people age, disability can strike with little to no warning, leaving scant time for individuals and families to craft a financial plan.…

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Our Latest Content

  • Reassessing the Erroneous Refund Penalty March 2023
  • Keynote Session March 2023
  • Ensuring Integrity March 2023
  • ICYMI | Enhancing Employee Resilience March 2023
  • ICYMI | Adding Age (A) to DEI Is a Good IDEA March 2023












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