PLEASE NOTE: Space is limited for the in person option.

Explore the evolving financial landscape of an aging population and the opportunities and challenges it presents for CPAs. 

Looking for extra flexibility? You can attend the program virtually, instead. Click here for details on the virtual option.

Agenda

8:30 AM – 8:35 AM
Welcome & Announcements

8:35 AM – 9:50 AM
Regulatory & Legal Concerns for Eldercare Planning in 2025 (1.5 Other)
Eldercare planning sits at the crossroads of financial planning and laws that aim to safeguard the dignity and safety of seniors. Explore the top legal trends in eldercare for 2025, including Michigan’s Uniform Power of Attorney Act of 2024, tax law changes and potential extensions and expirations of certain Tax Cuts and Jobs Act provisions. 
Christopher W. Smith, JD – Attorney, Chalgian & Tripp Law Offices, PLLC, Southfield

10:00 AM – 10:50 AM
A Dignified Approach to Diminishing Mental Capacity (1.0 Other)
Planning ahead for potential loss of mental capacity is an essential topic all financial planners should address with their clients, young and old, but what if signs of decline are already present? Examine strategies and best practices for assisting clients experiencing loss of mental capacity, including how to address concerns of exploitation and harmful influence.
Sandra D. Adams, CFP – Lead Financial Planner/Partner, Center for Financial Planning, Inc., Southfield
Evie Lynn Breuer, LMSW, CDP – Senior Director, Community Outreach & Wellness, Jewish Family Service of Metro Detroit

11:00 AM – 12:15 PM
Planning for Change in Medicare (CFP) (1.5 Other)
Changes in federal policy can have sweeping implications for Medicare recipients, demonstrated by recent policies enacted within the past two years alone. Explore the latest updates, including changes to premiums and benefits, and create a checklist of considerations to determine the best strategies for applying and selecting the best plan.
Joanne Giardini-Russell – Medicare Specialist, Giardini Medicare, Howell

12:15 PM – 12:55
Group Luncheon

12:55 PM – 2:10 PM
Family Meetings: Management and Mediation (1.5 Other)
Eldercare planning is a family affair, requiring ongoing commitment and communication between a client’s family members. Learn how to conduct productive family meetings by understanding individual family dynamics and determine strategies for approaching sensitive topics that can cause or exacerbate tensions. Use case studies to gain a deeper understanding of common eldercare concerns, including memory issues, elder abuse, post-death administration and more.
Brian R. Jenney, LL.M. in Taxation, J.D., B.S. – Shareholder, Kemp Klein Law Firm, Troy
Karen M. Keeler, LMSW, ACSW – Clinical Social Worker, Northwest Counseling & Psychotherapy Center, Farmington Hills
Stuart Sakwa, MST, CSEP – Principal, Schlaupitz Madhavan, P.C., Troy
Moderator: Dawn Trotto, CPA – President, On the Horizon, PLLC, Troy

2:20 PM – 3:35 PM
A Proactive Approach to Planning & Advocacy (1.5 Other)
Ideally, planning for eldercare issues would happen long in advance of any crisis or sign of diminishing client status. Discover effective strategies for proactive care planning, including when and how to raise the issue, when to make recommendations, how to advise on hiring a care coordinator and, crucially, how to be an effective advocate and resource for your client.
Ryann Feldman, LMSW – Clinical Manager, Feinberg Consulting, Inc., West Bloomfield
Sanford J. Mall, JD, CELA, CAP – Founder and Senior Partner, Mall Malisow & Cooney, PC, Farmington Hills

3:45 PM – 4:35 PM
Demystifying the Nuances of Special Needs (CFP) (1.0 Other)
Every elder care plan is different, but planning for eventual or preexisting disabilities includes special nuances and consideration. Review the basics of planning for both short-term and long-term care for clients with disabilities, including the role of special needs trusts. Plus, investigate special need resources, including MiABLE Accounts, and how to manage them effectively.
Raymond T. Rowe, CPA, JD – Attorney, Raymond T. Rowe PC, Troy

4:35 PM
Program Adjournment

PRICING DETAILS
Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through May 6: $195 MICPA Members/ $345 Non-Members
May 7 - May 20: $215 MICPA Members/ $365 Non-Members
May 21 - June 3: $235 MICPA Members/ $385 Non-Members