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Solutions Room: When Cognitive Decline Affects Your Client (1 CE)
Thursday, February 20, 2025 | 3:00 pm - 4:00 pm
Speaker: Beth Logan, EA
CE: 1 IRS/CTEC
Price: 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 clients with dementia or who you suspect have dementia.
- Identify the requirements of EAs including DPOA, form 56, and/or form 2848.
- Develop strategies.
This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Learn more about Free CE opportunities here: Free CE for Members. More details coming soon!
