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Elder Financial Abuse: How CPAs Can Help – Part 1 Logo aicpa

  Martin Shenkman, CPA, MBA, PFS, AEP, JD, James ... |   Free |   AICPA |   17 Jan 2017 |   AICPA Insights

Financial exploitation of elders by caregivers or scam artists is not new. But the extent of the problem is increasing as the senior population grows. This blog post, part one of a three-part series, explores how advanced age brings both greater wealth and decreased cognitive ability, making seniors ripe targets for financial deception.

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning, Foundational