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Self-StudySELECT STARTING AT $125

Downloadable PDF

Credits: 8

Qualifies For:

$125

Textbook

Credits: 8

Qualifies For:

$140
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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What Every Professional Should Know About Elder-Care Planning (CECP)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

This course will assist CPAs in advising their clients on the unique problems of the elderly client. Topics include nursing-home care insurance, Medicare and Medicaid, Social Security benefits, and estate-planning issues for the aged or incapacitated.

Major Topics:

  • The Supreme Court DOMA decision: what it means for income tax rates, estate planning, Social Security, withholding, and other issues; open issues and questions
  • Health insurance issues -- Medicare benefits and eligibility issues, Part A hospitalization, Part B medical services, Part D perscription drugs,  employer-provided benefits, and COBRA requirements
  • Life insurance -- Viatical settlements and other issues
  • Long-term care insurance policies -- The pros and cons of new products in light of new regulations; Medicare Plus accounts
  • Medicaid -- Financial eligibility, spousal responsibility, and asset planning
  • Social Security issues -- Eligibility, available benefits, timing of benefits, benefit reductions, and strategies to maximize benefits
  • Trust planning for the elderly -- Surrogate decision making, power of attorney, guardianship, revocable living trust arrangements, and Medicaid trust planning
  • Estate planning issues -- Gifts, trusts, and distribution planning for qualified plans and IRAs
  • Principal residence planning -- Integrating the newest strategies with Medicaid
  • Various living arrangements for the retired person

Learning Objectives

Coming soon!

Who should take this course:

Designed for:

All CPAs who have elderly clients in need of consulting on these very important issues

Prerequisite:

None

Advanced Preparation:

None

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