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Elder Financial Abuse: How CPAs Can Help – Part 2 Logo aicpa

  Free |   AICPA |   03 Feb 2017 |   AICPA Insights

In part two of this series, learn best practices for advising senior clients on how to spot signs of financial fraud, plus prevention techniques they can put into place.

Also read part 1 of the series.

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