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Help Your Older Clients – And Boost Your Bottom Line
Do More Than Prepare Tax Returns

Spidell's Elder Client Planner is the only newsletter for tax professionals that is a source of tax, legal and financial information geared toward retired and retiring clients. Spidell's proven style gives subscribers practical strategies, examples and tools, written in plain English. Every issue will provide opportunities for professionals to expand their practice, better serve their clients, and avoid costly mistakes.

Be a charter subscriber to Spidell's Elder Client Planner, the only newsletter that answers all your aging clients' questions. Each month, you'll get in-depth information about issues facing your baby-boomer – and older – clients. See who needs a trust, understand how different types of investments favor older clients, coach your clients as they plan their retirement and prepare to help them cut increasing medical costs.

You can do it with the help of Spidell's Elder Client Planner – the monthly newsletter that will get and keep you up-to-date on these and other issues:

•	Discover what Medicare pays for – and what it doesn't.
•	See how to make a gift with strings attached.
•	Learn how new retirement distribution rules give new options.
•	Pick the best (of three) options to treat repayment of Social Security.
•	Find out if buying medicine in Canada or Mexico is a good idea.
•	Understand when annuities are not the best choice.
•	Discover the "anti-gigolo/anti-floozy trust" and how it protects the kids.
•	Understand which trusts work for which taxpayers.
•	Understand how gifting is different for Medicaid/Medi-Cal.
•	Find out which state is best for retirees.
•	See when to buy and when not to buy long-term care insurance.
•	Compare LLC and family limited partnerships when transferring assets.
•	See how to use §1031 to finance retirement – and minimize taxes.
•	See whether your client should move to another state for tax purposes (and how to keep them as clients after they move).
•	And much, much more.

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Spidell's Elder Client Planner!

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You can try the Elder Client Planner Newsletter absolutely FREE. Just submit the form above to get a free trial issue and a special offer on a one- or two-year subscription.