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PrimePlus/ElderCare Task Force 2007-2008

The PrimePlus/ElderCare Task Force works to develop a service for CPAs and CAs to provide to their older clients and their children. The development of this service consists of, but is not limited to the:

·         Development in the profession an awareness of the opportunities in PrimePlus/ElderCare Services

·         Promotion and protection of the AICPA/CICA brand name called PrimePlus Services

·         Development of practices tools for CPAs and CAs

·         Definition and dissemination of best practices criteria to CPAs and CAs

·         Development of practical guidance through training materials and publications

·         Communication and education efforts aimed at the profession

·         Communication, education and marketing/public relations efforts aimed at the public

·         Communication and marketing/public relations efforts aimed at the media, opinion leaders, influencers, and decision makers in the geriatric care arena.

 

Name/E-mail

Name/E-mail

Ted Sarenski, Chair & PFP Liaison

DB&B Financial Services, LLC

Syracuse, NY

Paul Pethick

Soberman LLP

Toronto, ON, Canada

Michael Epp

Hawkings Epp Dumont, LLP

Chartered Accountants

Alberta, Canada

Michael David Schulman

Schulman Company, CPA, P.C.

New York, NY

Mitchell Freedman              

MFAC Financial Advisors, Inc.

Sherman Oaks, CA

Diane Odoom

Woodbury Financial Services

Columbia, SC

W. (Bill) A.M. Hyde

Millard Rouse and Roseburgh, LLP

Brantford, ON, Canada

Reina Schlager

Schlager, Sonntag & Levin

Fort Meyer, FL

Kelly G. Lohn 

Lohn Caulder

Vancouver, BC, Canada

Jay H. Kaplan

Jay H. Kaplan, CPA

Spartanburg, SC

John Napolitano

U.S. Wealth Management, LLC

Braintree, MA

Ralph Rolfe

Covenant Financial Concepts

Kettering, OH

Join a committee

 

Copyright © 2007 by the American Institute of Certified Public Accountants, Inc., New York, New York.