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Moran and Long CPAs

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Grandparents

aging parents Caregiving Caring for Parents CPA CPAs Eldercare Elderlaw Financial advisory Financial Planners geriatric care managers Grandparents 

Taxes & Your Money-Caregiver tax deductions

November 28, 2011 jmoran 0 Comment

Source for this case summary – The AICPA Journal of Accountancy The Tax Court held that payments made to an

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aging parents care for aging care managers CPA caregiver CPA senior advisory CPAs Grandparents Taxes; Retirement monies; social security; PERA; CPA services; financial planning 

CPA Your Money Matters-Grandparents Matter! the Basics

September 12, 2011 jmoran 0 Comment

The MetLife Report on American Grandparents New Insights for a New Generation of Grandparents   by Peter Francese Francese, LLC

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care for aging CPA caregiver Grandparents Metlife Mature Market; CPA senior advisory 

Metlife Mature Market – Your money matters-Grandparents matter!

September 12, 2011 jmoran 0 Comment

Metlife Mature Markets recently released their report on The MetLife Report on:American GrandparentsNew Insights for a New Generation of Grandparents

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2020 Financial Changes

Hospital Insurance

$0 for most people (with 40 work credits, 10 years of tax payments).
$458 per month for people with less than 30 work credits.
$252 per month for people with 30 – 39 work credits.

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Medical provider and Durable Medical Equipment Insurance

Standard Premium: $144.60 per month for new enrollees. The rate scales up to $462.7 per month when income tops $163,000 (single filing status), and $433.4 when income exceeds $326,000 (joint filing status).

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