Continuing Education Workshop for CPA Professionals – Taxation Aspects of Long-Term Care Planning

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

As a trusted Advisor, the CPA or tax practioner is in a unique position to help both business owners and individuals navigate the many facets of Long Term Care. This can range from answering specific questions in regard to taxation as well as providing guidance on the various types of instruments which can assist in providing income for long term care needs.

Join us in taking an in-depth look at this ever-changing planning area while gaining a better understanding of the variety of tools that are available to provide for a wide variety of long term care needs. As client’s age, and anticipating future medical care moves to the forefront of their planning, understanding this topic becomes paramount.

Covering such topics as:

  • Exploring the various types of specific long term care policies and products
  • Deductibility of premiums
  • Inclusion in income of benefits
  • Developing a greater understanding of the benefits of specific long term care policies and products
  • How to help clients avoid common mistakes and maximize benefits

Licensed CPA – 1 CPE Credit Hour

Hosted by:
Andrew Rafal, Bayntree Wealth Advisors
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors

Venue

Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016

Date

Wednesday - June 6th, 2018

Time

11:30 a.m. to 1:00 p.m.

Map

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