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  • 03/07/2021
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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

Federal Agency Ignores Judge’s Medicare Ruling to Detriment of Countless Elders in Nursing Homes

Posted on 01/12/2020
Written by Jack Halpern Leave a Comment

Nursing homes have been terminating Medicare coverage of those that do not show improvement in health. My Elder shares what you need to know. Read more…

 

 

Photo Credits Martin Van-Denheuvel and K-Mitch Hodge

 

 

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Filed Under: Finance, Housing, Insurance, Legal, Medicaid / Medicare, Nursing Homes, Public Blog Tagged With: elder abuse, eldercare, medicare, myelder, nursing homes, orion, the orion resource group

My Grandmother’s Favorite Scammer

Posted on 12/15/2019
Written by Perry Shulman Leave a Comment

In an article from Sunday’s New York Times Opinion Section (12/8/19), the reporter discusses how his very patriotic 88 year old grandmother was defrauded and lost her life savings.  She believed that she was helping the government stop a multi-million dollar international money laundering scheme. 

We all have to be vigilant in protecting our family and clients’ assets from all sorts of scams.

https://www.nytimes.com/2019/12/07/opinion/sunday/china-bank-scam-grandmother.html

Thank you to all who attended last Wednesday’s Orion NYC Elder Care meeting on Financial Abuse.

 

Perry A. Shulman, CPA

Chairman, Orion Eliminate Elder Abuse and Neglect Commitment Committee

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Filed Under: Abuse, Elder Care, Finance, Legal, Public Blog, Technology Tagged With: advocacy, Bejing, chinese phone scam, elder abuse, elder advocacy, Eliminate Elder Abuse and Neglect Commitment Committee, financial abuse, new york times, orion, scam, the orion resource group

On the Job, 24 Hours a Day, 27 Days a Month

Posted on 09/03/2019
Written by Henry Alter Leave a Comment

“A home health aide for a 77-year-old man serves as social worker, diaper changer, dietitian, day planner, warden and more — all at dismal wages.”  Read more >>

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Filed Under: Care Management, Elder Care, Finance, Health Care, Home Health Care Aides, Medicaid / Medicare, Public Blog Tagged With: aging in place, care management, home care, home health aid, HOme Health Care Aides, homecare, orion, Orion Resource Group

How To Negotiate a Surprise Medical Bill

Posted on 08/13/2019
Written by Adria Gross Leave a Comment

Recently quoted in an article by AARP on helpful tips to negotiate surprise medical bills. In the end, if you’re certain you’re correct about your medical bills but keep getting denied by your providers, dig in your heels. You should never give up the fight!  Read more>>

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Filed Under: Care Management, Finance, Health Care, Insurance, Legal, Medicaid / Medicare, Patient Advocacy, Public Blog Tagged With: aarp, Adria Gross, hospital bills, Medical Bills, medical debt, Medical Insurance, medicare, patient advocacy

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