Getting Organized for the Tax Season

Does thinking of April 15th put you or your clients in a state of panic? Many accountants send out Tax Organizer booklets in January, but not all clients use them. Some people have alternate systems in place that help them present their accountants with all the necessary information in an organized manner. 

Regardless of the method, there is value in streamlining the materials sent to accountants, who are most efficient when provided with the tools to do the job: accurate statements about income, expenses, and deductions. By preparing an organized package and sending it in a timely manner, you or your clients are assured that the accountant has all the relevant information, allowing time to address the bigger tax issues.

Communicating with Aging Relatives During the Holidays

The holiday meal is planned. Candles come down from the shelves. Presents are wrapped and cards addressed. We look forward to reconnecting with family. Often that includes elderly parents, aunts, uncles, and friends.
In our work with seniors and their families, we have seen many warm and easy relationships between older and younger family members. But sometimes the two generations have little in common which can result in long, uncomfortable, silences. Or there may be a difficult subject to confront, like finances or the need for in-home care. This can result in conflict. How can two generations bridge the gap and take pleasure in their visits?

A Client Story for Holiday Sharing

Bernice sent out holiday cards every year, and they were a big deal: she had a photo of herself in holiday garb and wrote a poem full of wit to go with the photo. The cards were sent to 200 friends and relatives, so there were lots of envelopes to address. As macular degeneration made it more difficult to see, the joy-filled project became a burden.
Then there was the tipping. In New York's large apartment buildings, as many as 20 envelopes needed to be prepared for maintenance staff and doormen. The newspaper delivery folks, the housekeeper, the hairdresser and others also depend on the generosity of their clients at the holidays. As the process of writing notes and addressing envelopes became more difficult and time-consuming, the enjoyment of giving to others dissipated for Bernice.

Supporting Family Caregivers

Family caregivers make up the majority of long-term care providers in the United States. Every year more than 65 million Americans make the choice to provide nursing and periodic or continual care for their aging or disabled loved ones. That number is growing as advances in medicine are allowing us to live longer. November is National Family Caregiver’s Month, a time to recognize the amazing efforts of these wonderfully caring people, but also a time to make sure that they, in turn, have the support they need to continue. 

2016 Election: Voting Obstacles and How to Overcome Them

{3:35 minutes to read} In a year when every vote counts, how can you help family members, neighbors or friends exercise their right to vote? While many seniors are fully capable of participating without aid or incident, others will need some assistance in order to vote.  
Let’s take Julia for example: Can Julia physically get to the voting station? Will she be able to stand in line while waiting to vote? Once there, will she understand how to enter her vote? Does she have any physical limitations that need to be navigated? Can someone help her? Or should she get an absentee ballot?  


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