Tax, Legal, and Financial Solutions for Your Retired Clients

The Elder Client Planner^® is a monthly publication covering tax, legal, and financial issues facing retired and retiring clients. Each month you will get analysis of issues that directly relate to aging clients, citations to keep abreast of changes in tax law, Social Security laws and procedures, and new good, bad, and ugly investment opportunities that affect your clients.

Recent articles have covered such topics as health care reform including the premium assistance credit, the additional Medicare tax, insurance exchanges, and the penalty for large employers. We’ve also covered Roth conversions in depth with our own unique view of the “Mulligan” (recharacterization).

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Recent articles have also provided in-depth coverage of:

• COBRA subsidy
• First-time (and “second time”) Homebuyer Credit
• Distributions from 529 plans
• Energy credits
• The HIRE Act
• Family limited partnerships (FLP)
• Health savings accounts (HSA)
• Relief from IRA 60-day rollover requirements

Still not convinced? You get access to our database of over 700 articles and sample client letters online!

Subscribe below and get: "What You Need To Do When A Client or a Loved One Dies" and "The Tax Professionals Guide to Social Security" FREE!

Go ahead and subscribe today! Your clients will thank you for it!