Tax practitioners who have or expect to have senior clients will acquire guidance in leveraging basic tax and financial knowledge into a wide range of custom, value-added services. This course offers ideal training on ready-to-use analytical tools and expert instruction to meet the needs of this unique client base. Topics include an examination of various governmental programs for the elderly - including Medicare, Medicaid, Social Security - and how each fits into an overall plan to protect clients’ assets against the high cost of a catastrophic illness. Strategies for transferring assets in order to protect them, as well as income, gift, estate and trust tax issues are also discussed.