Protecting Your Loved Ones from Financial Fraud and Abuse

November 3, 2016



When a loved one is threatened or becomes a victim of financial fraud or abuse, turning to a trusted adviser – your CPA – is one of the smartest decisions you can make. In this webcast from the AICPA Forensic and Valuation Services (FVS) and Personal Financial Planning (PFP) Sections, expert CPAs share advice on how to protect your loved ones from this abuse, including:
  • Common scenarios or schemes that abusers use to target their victims
  • How vulnerable victims are identified and targeted
  • What the “villains” look like (criminal, family, and home health aides)
  • Red flags to look and listen for when working with your clients
  • Practical steps to take with your CPA to identify if abuse is occurring  and how to proactively protect the abuse from happening