2025 February Solutions Room: When Cognitive Decline Affects Your Client (1 CE)
Speaker: Beth Logan, EACE: 1 IRS/CTECPrice: Free for Members | $50 for Nonmembers This class will explain dementia and its warning signs. We will discuss the obligations for EAs regarding the sharing of information, collection of information, and review of the returns with clients. Through interactive discussions about various scenarios, we will develop ideas for handling dementia clients. Objectives: Explain dementia and related issues. Propose possible scenarios for dealing with...