Elder Care Issues for 2016 and Beyond (MLC963X)

  Pre Recorded Webinar
  100 minutes

Complying with the Requirements When Financial Planning for Elder Clients

There are a lot of problems when it comes to elder planning. The range is vast, and the subject is specific.

This session by expert speaker Arthur Werner explains the problems a practitioner might encounter in estate and financial planning for elder clients, by providing a fresh outlook to them and helping them carry out those plans.

The session will equip the practitioner by providing a comprehensive understanding of the specific requirements needed when you’re planning for elder clients. You will also get guidance which will help you assist elder clients in dealing with retirement issues. Also, you will be able to deal with complex estate issues that is specific to your elder clients. The webinar will also update you on health care issues stemming from Medicare and the Affordable Care Act.

Session Highlights:

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Watch the Video Snippet Before You Buy!

Arthur Joseph Werner, JD, MS (Taxation), received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa... More info


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Disclaimer: The content herein does not represent any association between IRS and Eli Financial LLC. IRS neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.

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