1. Topic #1: Understanding the Medicaid Asset Protection Trust and the Use of Power of Attorney

Howshouldyourclientsfinancelong-term care

Whether applying for Medicaid benefits be an option – an in-depth review of the transfer and lookback rules

Transferring assets out right vs using a Medicaid Trust

Income, gift,and estate tax ramifications in using a Medicaid Trust

2:30pm-4:00pm

Speaker: Pauline Yeung-Ha, Esq

2. Topic #2: The Sales Tax Checklist
4:15pm-5:30pm

Mark L. Stone will walk you through a conversation every trusted advisor should have with their client to help ensure sales and use tax compliance and minimize potential exposure. He’ll take you topic-by-topic to cover all the areas and point out key nuances.

Speaker: Mark Stone, CPA, MST

Event Overview
Dates: Thursday, October 19, 2023 Time: 2:30pm – 5:30pm, Eastern Time WebinarDuration:3hours
Q&A Duration: 15 minutes
Fee: Free