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Technical

Protecting Clients from Financial Fraud and Abuse Logo aicpa

  Martin Shenkman, James Sullivan, and Randal Wol... |   Free for PFP Section Members |   AICPA |   2016 |   AICPA.org

Helping safeguard a client from financial fraud and abuse is one of the most important and meaningful services CPAs can provide for their clients. In this podcast series, CPA experts discuss elder fraud and abuse topics, including:

  • Understanding the reason for threat vectors
  • Understanding the motives
  • Practical steps that CPAs can take to address this proactively
Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning, Foundational
  • Personal financial planning: Technical: Elder & special needs planning, Intermediate

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