MAPA Serving Aging America Seminar — Level 1

May 25-26, 2010 | Holiday Inn – Otsego, Elk River

Online registration has closed, however, onsite registration is welcome!

To pay by check, please download the event flyer.

Credits: 16
Field of Study: Taxes
Prerequisites: None
Course Level: Basic to intermediate

Objective/Audience

More and more accountants are finding they need to be up-to-date on financial matters facing seniors. This seminar is designed for accountants working with this market segment.

Level 1 is the first of three workshops designed to prepare accountants for the Accredited Retirement Advisor test, and is a prerequisite for those taking the exam in an effort to obtain the Accredited Retirement Advisor® (ARA) credential. Attendees receive a take-home exam after completion of each level. After passing all 3 levels (within 3 years) you will qualify for the ARA Certification. For more information about the Accredited Retirement Advisor® credential, visit the ACAT website at www.acatcredentials.org.

As an attendee of this seminar, you will:

• Discover ways to ensure your client’s and your own long-term financial security
• Receive a comprehensive manual for future use
• Gain your clients’ trust in your professional knowledge
• Acquire skills to build and increase your Elder Care practice
• Be able to apply your newly gained knowledge immediately to increase revenue
• Work toward obtaining the prestigious Accredited Retirement Advisor® (ARA) credential conferred by the Accreditation Council for Accountancy and Taxation.
  

Content:

This program will examine the issues facing the mature taxpayer such as Social Security, family partnerships, Medicare, and strategies to protect client assets. Specific topic areas include:

• Demographics & opportunities for retirement planning
• Social Security
• Medicare
• Medicaid
• Veteran’s benefits
• Health care and long-term care options
• Strategic planning and self-employment taxes
• Strategic planning and business entities
• Designing the retirement plan
• Mistakes to avoid
• Retirement plans
• Personal residence planning opportunities
• Decedent’s final tax return

This program, presented by Steven Siegel, was developed in accordance with the recommended curriculum developed by ACAT.

Speaker:

Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. He has authored several books on elder care topics and has lectured extensively throughout the United States on tax, business, and estate planning topics.

Program is subject to adjustments/changes.

Schedule

Accommodations:

Holiday Inn | 9200 Quaday Avenue NW | Otsego (Elk River), MN 55330 | 763-656-4400
Lodging Rate: $89/per night for single/double occupancy

Room reservation cutoff date — May 10, 2010