Elder care

De-mystifying geriatric care managers

CPA financial planners can use these approaches to help clients avoid delays and expensive mistakes in providing top-quality care for loved ones dealing with issues from aging or dementia.

Tax Planning for Aging Clients: Medical Expense Deduction for Home Improvements

Many clients making modifications to make homes more accessible may qualify for valuable home improvement medical expense deductions.

CCRCs and the Housing Decisions Faced by Older Adults: How Financial Professionals Can Help

Financial planners and tax advisers are sure to receive an increasing number of questions related to elder housing decisions and the financial implications of various choices.

Protecting the Elderly from Financial Abuse

This column explores the warning signs of senior fraud and offers suggestions for identifying those signs and resources for guidance in handling such situations.

Tax Planning for Elderly Clients

With the rapid increase in the number of elderly clients, tax practitioners will need to become familiar with the special issues that affect tax compliance and planning for the elderly.

What Is Long-Term Care and Who Is Responsible for Its Cost?

Long-term care is defined in the Code as “necessary diagnostic, preventive, therapeutic, curing, treating, mitigating, and rehabilitative services, and maintenance or personal care services” for a chronically ill individual.

Newsletter Articles

Tax Clinic

Deduction for worthless partnership interest

Do a business’s charitable contributions reduce its QBI deduction?

Inflation adjustments affect small business limits, Sec. 179 expensing

Sales tax conflicts where two states tax the same transaction

50th ANNIVERSARY

50 years of The Tax Adviser

The January 2020 issue marks the 50th anniversary of The Tax Adviser, which was first published in January 1970. Over the coming year, we will be looking back at early issues of the magazine, highlighting interesting tidbits.

PRACTICE MANAGEMENT

2019 tax software survey

This annual survey shows how CPAs rate the tax preparation software they used during last tax season and how it handled the recent tax law changes.

Magazine