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Browse Sullivan, James

1-3 out of 3 article(s)
Title Type Date Words
Advising chronically or terminally ill clients: CPAs can help clients in frail health and their families with practical planning and sensitive understanding. Aug 1, 2018 4113
Guiding clients through the Medicare Part B enrollment minefield: CPAs' timely advice can help seniors avoid expensive penalties and coverage gaps. Dec 1, 2015 2536
How to help clients make the right Social Security election: CPAs need to start by focusing on four key aspects of the decision. Dec 1, 2013 2351

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