As a CPA, you work closely with your clients to help them plan for their financial future. However, when a client or their family member is affected by dementia, the planning process can become challenging.
In this webinar we'll explore typical age-related memory, thinking, and behavior changes that may impact your clients. We will introduce the common warning signs of Alzheimer's and dementia and discuss tips for gently approaching someone about memory concerns. The importance of early detection and the benefits of diagnosis will be addressed, and helpful resources developed by the Alzheimer's Association will be made available.
The CPA is uniquely positioned to spot the warning signs of dementia in a client and offer them the support they need to make informed decisions about their financial future. Don't miss this opportunity to bring new depth and meaning to your client relationships.
Learning Objectives:
Capstan Tax Strategies
Founding Partner
[email protected]
(215) 885-7510
As a founding partner at Capstan Tax Strategies, Bruce Johnson works closely with commercial real estate owners, investors, and accounting firms to provide practical, creative, and client-specific solutions. Bruce is well-versed in engineering-based tax strategies, guiding clients through the long-established benefits of cost segregation while introducing the new opportunities now possible under the TCJA and the CARES Act. Bruce has a particular interest in energy-efficient building incentives and sustainability. He has earned the Association of Energy Engineers’ CEM credential, which testifies to both his proficiency and integrity. As an engineer with significant experience in cost segregation, energy consulting, and capital improvement projects, Bruce understands the importance of leveraging fixed assets to enhance cash flow and meet business needs.