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  • 04/12/2021
You are here: Home / Archives for Family Mediation

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

Posted on 01/30/2020
Written by Perry Shulman Leave a Comment

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in traditional IRAs and retirement plans. These individuals will likely want to revisit their estate-planning strategies to prevent their heirs from potentially facing unexpectedly high tax bills.

All provisions take effect on or after January 1, 2020, unless otherwise noted.

Access our full analysis HERE

Perry A. Shulman, CPA, MBA, CFP, TEP
p.shulman@pascpa.com
phone (516)593-8080

 

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Filed Under: Business, Family Mediation, Finance, Legal, Public Blog, Uncategorized Tagged With: IRAs, Retirement Enhancement (SECURE) Act, Retirement legislation, SEURE Act, Tax bills, The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006

Ten Signs Your Client Has Dementia

Posted on 08/12/2019
Written by Perry Shulman Leave a Comment

Interesting article from WealthManagement.com relating to dementia.  Read more here >>

Perry A. Shulman, CPA, Chair, Orion Elder Abuse Committee

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Filed Under: Abuse, Ancestry, Assisted Living, Business, Care Management, Commitments, Elder Care, Family Mediation, Finance, Health Care, Home Health Care Aides, Insurance, Legal, Medicaid / Medicare, Medical Equipment, Nursing Homes, Patient Advocacy, Public Assistance, Public Blog, Technology, Uncategorized Tagged With: Ten Signs Your Client Has Dementia

FIVE TIPS FOR PROACTIVELY HELPING AGING PARENTS (AND OTHERS)

Posted on 05/10/2019
Written by Perry Shulman Leave a Comment

Interesting article from Wealth Management.com which can be distributed to clients and friends, related to commencing the challenging discussions relating to creating a care giving plan.  Click HERE for article.

Best regards,
Perry A. Shulman, CPA
p.shulman@pascpa.com
www.pascpa.com
516-593-8080

 

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Filed Under: Assisted Living, Business, Care Management, Elder Care, Family Mediation, Finance, Health Care, Insurance, Legal, Medicaid / Medicare, Nursing Homes, Patient Advocacy, Public Blog Tagged With: assisted living, care management, elder care, eldercare, family mediation, finance, orion, PLANNING FOR AGING, the orion resource group

Scamming Grandma: Financial Abuse of Seniors Hits Record

Posted on 02/01/2019
Written by Perry Shulman Leave a Comment

Important Wall Street Journal article dated January 25, 2019 with regard to Financial Abuse of Seniors. Read more…

Perry A. Shulman, CPA
Chair – Orion Senior Abuse Committee

 

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Filed Under: Abuse, Family Mediation, Finance, Public Blog

‘I’m Petitioning … for the Return of My Life’

Posted on 12/14/2018
Written by Perry Shulman Leave a Comment

Artice from New York Times December 9, 2018 regarding forced guardianships and the horrors it can create for clients.  Read more…

Orion is creating a resource for its members who suspect that they are dealing with potential elder abuse situations, to avoid unnecessary reporting to Adult Protective Services.  Such reports can create greater nightmares and horror situations.

 

Perry A. Shulman, CPA
Chair- Orion Elder Abuse Committee

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Filed Under: Abuse, Care Management, Elder Care, Family Mediation, Legal, Public Assistance, Public Blog, Uncategorized Tagged With: ads, adult protective services, elder abuse, guardianship, Guardianship Horrors, hoarding, nys guardianship, orion, the orion resource group

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