Planning for Long Term Care

Overview

Corporate Finance Fundamentals covers capital investment, capital financing, and the return of capital. Learn how companies evaluate potential projects for those that increase shareholder value. Understand how to optimize a firm’s capital structure. Select various methods for returning capital to shareholders.

Highlights

• Importance of long-term care (LTC) planning
• Washington state's LTC trust fund
• Consequences of not planning for LTC
• Basics of LTC insurance
• Cost of LTC and funding options
• Types of LTC insurance plans
• Tax incentives and planning strategies

Prerequisites

Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.

Objectives

• Understand the latest on planning long-term care for the elderly.
• Learn how to leverage various tools and techniques to serve your clients better.
• Identify strategies to improve communication with clients and their families.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.