Large Firm Service. Small Firm Attention.
Date(s) - June 9, 2018 - June 14, 2018
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AICPA ENGAGE is the premier event for the accounting and finance professionals. Adapt to your clients’ needs as their confidante and adviser with the knowledge gained during the Tax Strategies for the High-Income Individual curriculum.
Littman Krooks partner, Bernard A. Krooks, Esq., will present “Planning for Aging & Ill Clients” on June 12, 2018 from 1:50 PM – 3:05 PM.
This session will focus on issues that affect our clients as they age. With the enhanced federal estate tax exemption, many clients are now more concerned with how to obtain and pay for long-term care. The speaker will address the different types of long-term care available and the various financing options available. Relevant tax considerations will also be discussed.
• Learn how to advise clients concerned about how to pay for long-term care
• Learn how to advise clients on how to plan for incapacity.