A CPA's Guide To Preventing Financial Exploitation
Thursday, June 19, 2025
Webcast or Webinar, Online
1:30 PM - 2:30 PM (opens at 1:00 PM) EST
1Credits
Technical Business
Registration is Open
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$39.00 Regular Price
Non-Members
$59.00 Regular Price
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Course Type: Webcast
Course Code: 25/AC172574
Level: Basic
Vendor: ACPEN
Field of Study: Specialized Knowledge
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