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Self-Study CPE
TAX COMPLIANCE & ENFORCEMENT ROUNDTABLE: NEW ERA OF INTER-DIVISION COLLABORATION
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ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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Self study cpe
Elder Care Planning: The CPA's Critical Role

ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJun 18, 2020
Date OfferedJun 18, 2020
Course Description

Elizabeth Forspan will discuss the CPA’s important role in elder care planning for clients.  The CPA is uniquely positioned to identify key elder planning issues which can assist clients in protecting and preserving their assets as they age. Elizabeth will review the various options for paying for long term care, including private pay options, long term care insurance and Medicaid.   Elizabeth will highlight the importance of advance directives such as powers of attorney in the elder care planning process and how such documents should be drafted to envision various scenarios. 

Eldercare selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 00:20:00 minutes
QUESTION 2: 00:37:00 minutes
QUESTION 3: 00:42:00 minutes
Frequently Asked Questions
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Forspan

Elizabeth Forspan is the Managing Attorney of the law firm Forspan Klear LLP. Elizabeth’s areas of practice include Elder Care Planning, Estate Planning and Taxation. She regularly assists clients in achieving their Medicaid  Planning goals in a tax efficient manner through practical and considerate planning techniques.

Elizabeth often lectures on various aspects of Elder Care  Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care  Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City.  Elizabeth has also written and lectured extensively on the  topic of Casualty Loss Deductions.  Elizabeth co-authored  the award winning cover article for the February 2013  edition of  the CPA Journal entitled “Casualty Losses for  Property Damaged by Hurricane Sandy.”   In June of  2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical  Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses.

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Forspan
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