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CPAs as financial planners
2
5
591
Mike Tucker
4/11/2001
12/12/2008 10:27:18 AM
Whole life policy swapped to include long-term care ?
2
3
49
Lynn Nichols
8/12/2007
12/12/2008 10:12:50 AM
long term care premium
1
2
60
ellen robin
10/26/2007
10/26/2007 11:02:11 AM
1099B issued to deceased person
1
2
85
Diane Randolph
4/8/2007
4/10/2007 12:09:55 AM
1099-LTC
1
2
58
Diane Randolph
3/30/2007
4/2/2007 2:05:46 PM
Pre-Paid LTC assistance fees
1
2
23
Steve McCormick
3/14/2007
3/14/2007 10:11:35 AM
SS benefits @ 62
1
3
139
Michael E. Bonney
12/18/2006
1/16/2007 1:21:12 PM
Roth IRA & Sch C
2
8
216
Darrel W. James
2/28/2002
8/9/2006 10:59:01 AM
Can Grandparent trustee transfer ESA to excluded Parents
1
2
50
Jeffrey Hirsch
6/12/2006
6/29/2006 10:01:45 AM
HELP - trusts
2
4
247
Chris Picciurro
8/15/2005
6/2/2006 1:29:35 PM
Medicaid and gifting with lookback period
0
1
151
James Kovach
1/6/2006
1/6/2006 8:40:48 PM
Medicaid and home health/assisted living
2
3
277
Michael J. Tucker
4/13/2004
1/6/2006 1:35:51 PM
Medicare D
2
3
144
Sharon L. Scott
10/4/2005
11/22/2005 12:48:43 PM
HSA and insurance costs
1
2
120
Sharon L. Scott
9/2/2005
10/30/2005 4:26:42 PM
High deductible policies for HSAs
3
4
257
Michael J. Tucker
6/25/2004
6/26/2005 2:54:19 PM
Page 1 of 5 (Total:63)
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