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Tags archive: illness

Home /Tag: illness
Featured

The Challenges in Proving a Medical Exception

By  Adria Goldman Gross, FIPC

September 2019 0

Estates can be in shambles for years over medical bills, especially when the bills start to surpass an average yearly household income and coverage requires…

Feature Articles

ICYMI | Advising Individuals with Chronic Illnesses

Practical Planning and Practice Development for CPAs

By  Martin Shenkman, JD, CPA/PFS, AEP

June 2018 0

In Brief Chronic illness is more prevalent than many believe. Cognitive decline can occur suddenly as a result of an accident, or subtly over time;…

Feature Articles

ICYMI | The Critical Importance of a Power of Attorney for Incapacitated Individuals

By  Elizabeth Forspan, JD, Sidney Kess, JD, LLM, CPA, Ronald A. Fatoullah, JD and Jeffrey P. Gorak, JD

May 2018 0

In Brief Illness and injury can happen to anyone at any time, though they are more common for older persons. In the worst case they…

Feature Articles

Planning During Terminal Illness

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

May 2018 0

In Brief Being diagnosed with a terminal illness is a profoundly emotional event that also raises many important financial questions. Financial planners can help provide…

Featured

Advising Individuals with Chronic Illnesses

Practical Planning and Practice Development for CPAs

By  Martin Shenkman, JD, CPA/PFS, AEP

May 2017 0

In Brief Chronic illness is more prevalent than many believe. Cognitive decline can occur suddenly as a result of an accident, or subtly over time;…

Featured

The Critical Importance of a Power of Attorney for Incapacitated Individuals

By  Elizabeth Forspan, JD, Sidney Kess, JD, LLM, CPA, Ronald A. Fatoullah, JD and Jeffrey P. Gorak, JD

May 2017 0

In Brief Illness and injury can happen to anyone at any time, though they are more common for older persons. In the worst case they…

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  • CPAJ News Briefs: FASB, GASB August 2022
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  • Supplier Finance Programs August 2022
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  • Tax Season as a Gallon of Milk August 2022












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