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March/April 2023 » What to Consider When There is...
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Sidney Kess, JD, LLM, CPA, and Elizabeth Forspan, JD
In BriefAs the country's population ages, increasing numbers of people find themselves experiencing conditions of chronic illness. CPAs that serve such clients can tailor their financial advice to the conditions faced by individuals suffering from serious diagnoses. One diagnosis in particular, dementia, is the subject of the following conversation between a CPA/financial planner and an elder law attorney. Their discussion will likely answer questions that many CPAs have regarding assisting clients in similar circumstances.
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