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A CPA's Guide To Preventing Financial Exploitation

 Thu, 06/19/2025 from 1:30 pm to 2:30 pm
 
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26 / 2-301095
Registration is Open
Member Price
$39.00 Regular Registration
Your Price
$59.00 Regular Registration
Designed For:

All CPAs (and other professionals), but most specifically CPAs who have regular contact with individual clients

Prerequisite:

A basic understanding of estate planning and protective proceedings in court would be helpful

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.

 

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.