10/31/2013

Successful financial planners who serve elderly, ill clients should offer empathy and flexibility while maintaining a professional distance, writes James Sullivan, CPA/PFS. CPA planners can offer a variety of services to these clients, drawing on the expertise of other professionals serving the client, such as lawyers and health care professionals. CPAs should avoid the trap of becoming a family counselor, as opposed to a financial counselor, if it means proffering advice out of their area of expertise.

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