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Daily Money Management
Oleh:
Drew, Jeff
Jenis:
Article from Bulletin/Magazine
Dalam koleksi:
Journal of Accountancy vol. 213 no. 3 (Mar. 2012)
,
page 46-49.
Topik:
Aging
;
CPAs
;
Financial Services
Ketersediaan
Perpustakaan Pusat (Semanggi)
Nomor Panggil:
JJ85.32
Non-tandon:
1 (dapat dipinjam: 0)
Tandon:
tidak ada
Lihat Detail Induk
Isi artikel
As Americans enter old age in rapidly increasing numbers, more accountants will run into situations like the one a Virginia CPA encountered last year. The CPA spent five hours rummaging through the home of a 94-year-old client, trying to find the paperwork needed to complete the man's 2010 tax return. Seeing that his client needed ongoing help that he could not provide, the Virginia CPA turned to a former colleague who specializes in providing such assistance. Barbara Green, CPA, does financial and other work for people who can't or won't do such tasks themselves. James Sullivan, CPA/PFS, a Chicago-based expert in how accountants should handle elder-care issues, recommends that CPAs ready themselves to deal with the complications that come with an aging client base. To perform this oversight role effectively, CPAs working with older clients need to understand how geriatric illnesses progress to anticipate the kind of care their clients will need and how much that care will cost, Sullivan said.
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