Business Roundup: REACH plans senior fair

SALISBURY — A group dubbed REACH, short for Rowan Education and Advocacy for Choices in Healthcare, will sponsor a Senior Fair Open House at Oak Park Retirement from 9 to 11:30 a.m. Aug. 25.

Located at 548 White Oaks Drive off Enon Church Road, the retirement home’s event is free and open to the public. Call 704-636-4600 for directions.

Bob and Nancy Epstein, community relation managers for Oak Park Retirement, said, “Oak Park is happy to be hosting the REACH Senior Fair Open House for the second year, and we look forward to another wonderful event where seniors gather valuable information and assistance from helpful resources.”

REACH takes an active role in educating the community regarding senior care and services available in Rowan County.

Exhibitors will include independent living retirement communities, assisted living, skilled nursing facilities, home health care and non-medical home care, senior downsizing and move management, elder law, pharmacy, audiology, transportation companies, senior publications, information for veterans and their families, and more.

“Most of the professionals that make up the REACH group work for individual for-profit companies,” said Harriet Boner, president of REACH and marketing director at The Laurels of Salisbury. “We are working in a non-profit capacity to be the best source of senior care and services provider information in the community.”

For more information about REACH, go to www.REACHforRowan.org or contact Harriet Boner at hboner@REACHforRowan.org .

Kannapolis Intimidators host final networking event for 2011

KANNAPOLIS — The Kannapolis Intimidators Nine Innings of Networking will begin at 6 p.m. Aug. 16.

The baseball game starts at 7:05 p.m. This event will be held in the air-conditioned conference room, and the cost is $15 including a reserve seat ticket, all-you-can-eat hot dogs and hamburgers and beer, sweet tea, lemonade and water.

Call to reserve a ticket 704-932-3267.

R3 Center offers workshops and career advice for job hunters

KANNAPOLIS — The R3 Center is offering numerous career development workshops and resume clinics in August for adults in Rowan and Cabarrus counties. All programs are provided free of charge.

“Since opening in 2007, R3 has worked with local employers in order to learn how to best advise our clients,’” said Keri Allman, director of the R3 Center. “We are so pleased to announce one of our partnering employers, Aerotek, will be onsite and available to meet with R3 clients this month.

Elder Care Law - News


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Linda Lentz of Kissimmee says elder-care lawyer Linda Vasquez should get prison for her fraud conviction. (Ricardo Ramirez Buxeda, / July 27, 2011) By Susan Jacobson, KISSIMMEE — When her husband's Alzheimer's disease



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ELDER LAW / ELDER CARE / ESTATE PLANNING - Washington Estate Planning

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Sometimes the biggest mistakes are also the most mundane, and those can make for an awful headache for even the best of us. The maxim proves itself once again in the case of Anthony Olivo, and Forbes ’s recent re-telling of that story , where even a tax lawyer neglected proper record keeping of his services to his loved ones – both care-giving and estate-planning services – and the IRS had little sympathy.

Anthony had been a tax lawyer for nearly two decades, even opening his own practice, until the needs of his aging parents grew too great. Anthony turned to become a full-time, live-in caregiver for his parents from 1994-2003, receiving negligible income from his practice and working long, hard hours just trying to support everything. He even become the estate-planning attorney for his parents’ estates and in this capacity brought the matter of deductions before the tax court in what became Estate of Olivo v. Commisioner . Anthony was hoping to deduct his services from his mother’s estate in three payments: $55,000 in accountant and attorney fees Anthony claimed, $44,200 in administrators commissions fees paid to him, and finally a whopping $1.24 million for care services over the 9 year period. The deductions were denied.

The tax court didn’t doubt that services had been rendered, and admirable ones at that, as far as care was concerned. After all, without his care it would have taken round-the-clock care from nurses to support his parents. Nevertheless, the court found that there simply weren’t enough records. The family had never formally established that Anthony’s care services were intended to be paid for as there was no agreement and no paperwork. There wasn’t even an estimate of the value of his services in the first place since he is not a professional care-giver. Of course, he is a professional tax lawyer but even those services were contested by the court. He didn’t keep records, invoices, or provide solid values there either aside from sparing notes and estimated hours. In fact, there was even some question as to whether Anthony could bill the estate at all for legal services, much less deduct them from the estate. It simply wasn’t enough on all counts.


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