CPA's Role

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CPA's Role

Do you have older clients with concerns about health care, financial well-being, estate planning, and maintaining their independent lifestyle? What are the issues on rapidly growing service market for clients in this phase of life. Find out about the PrimePlus/ElderCare services that many CPAs are providing.

The CPA’s Role in PrimePlus/ElderCare Services

AICPA Member

PrimePlus/ElderCare services focus on the specific needs and goals of older adults. In providing these services you draw upon your strengths and competencies in a variety of areas, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning, and tax planning. Learn More>>

Introduction to PrimePlus/ElderCare Services

AICPA Member

PrimePlus/ElderCare services are a unique and customizable package of professional services—both financial and nonfinancial—intended to help older adults maintain, for as long as possible, their desired lifestyle and financial independence. Learn More>>

PrimePlus/ElderCare Glossary

This section defines the terminology of PrimePlus/ElderCare Services. Learn More>>