Aging in America is a hot topic and more professionals are adapting their business models to better address the growing needs of our aging Baby Boomers. Seniors in their eighties and older are the fastest growing age group in the United States and their housing, healthcare, and financial planning demands are quickly outpacing available resources.
Houston-area CPAs, tax experts and lawyers are finding that keeping abreast of changes in 2012 tax codes and 2012 Medicaid and Medicare guidelines are critical to serving their growing Boomer client base.
As a featured presenter at Houston CPA Society's 2012 CPE Tax Expo, Tom McCulloch, CPA, J.D. addresses long-term planning needs for senior issues. His presentation focuses on developing a life care plan that addresses social and personal needs, as well as financial and legal planning. Tom provides an overview of how to effectively provide comprehensive services for a senior client base via a managed team of elder care professionals.
Most importantly, Tom's presentation guides the financial experts through the many aspects of life care planning, while focusing on maintaining and protecting the independence and dignity of senior clients.
For more information about Tom's presentation, "Aging in America: Growth Opportunities for Today's CPA", please visit Houston CPA Society for complete details about the two-day program.
Another elder-law topic of note includes "Powerful Estate Tax Planning Opportunities with Permanent Benefits but Short Term Availability" co-presented by R. Leonard Weiner, J.D., C.P.A., M.B.A. of Weiner & McCulloch, PLLC. This presentation focuses on gift, estate and tax topics in life care planning.
