Elder Care & Taxes

2 Hours

This course addresses the critical intersection of aging and tax considerations in the U.S. As the senior population grows, understanding these issues becomes increasingly important. The course offers a comprehensive overview of elder care planning strategies, including options for long-term care payment, tax implications of various legal documents, and suitable trust types for nursing home care. It also delves into the tax benefits of qualified retirement plans, health savings accounts, and charitable distributions. This course will equip you with the knowledge to navigate the complex landscape of elder care and taxes effectively.

SPEAKER: James F. Tice, EA 

Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.