A CPA's Guide To Preventing Financial Exploitation
Registration is Open
CPE PowerPass Users
Overview:
Unfortunately, adult financial abuse on the rise. Analyze the top types of elder financial abuse, including undue influence, exploitation, scams and identity theft, and discuss appropriate CPA roles and responses.
Objectives:
- Understanding common scams and exploitation techniques, as well as the tools that CPAs can use to help lower the risk of a client being exploited
Major Topics:
- Understanding scams vs. exploitation by close relations
- What a CPA can do for clients to help prevent exploitation
- Considerations for creating an exploitation prevention plan
- Learning exploitation prevention tools
- Reporting suspected exploitation
Major Topics:
- Understanding scams vs. exploitation by close relations
- What a CPA can do for clients to help prevent exploitation
- Considerations for creating an exploitation prevention plan
- Learning exploitation prevention tools
- Reporting suspected exploitation