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Elder Financial Abuse: How CPAs Can Help – Part 3 Logo aicpa

  Free |   AICPA |   02 Mar 2017 |   AICPA Insights

Americans 85 and older are the fastest-growing segment of the US population. With assets totaling approximately $23 trillion, these seniors are increasingly becoming targets for financial abuse. This blog post discusses proactive steps you can take to educate and protect your senior clients.

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