Protecting Clients from Fraud, Incompetence, and Scams identifies dysfunctional sectors within the financial industry, examines the fallout in the Madoff Era, provides detection advice against frauds and scammers, and recommends a team approach to asset management that wards off financial predators. Whether the IRS, a scammer, or an incompetent planner takes your cash, it ends up something other than in your pocket. The book includes strategies and tools to combat client risk and lists a roster of resources.Lance Wallach, CLU, CHFC, a leading speaker on accounting and taxation topics, is the author of numerous AICPA CPE exam publications. He is frequently interviewed and quoted in the major media. In addition to developing CPE courses, he is also a member of the AICPA faculty of teaching professionals, and is hasbeen featured in the media, including The Wall Street Journal, The New York Times, Bloomberg Financial News, NBC, National Public Radio's ‘All Things Considered,’ and other radio talk shows. Mr. Wallach is listed in Who's Who in Finance and Industry. He is keynote speaker at more than 20 events annually, including American Association of Attorneys, National Association of Tax Practitioners, National Network of Estate Planning Attorneys, National Association of Health Underwriters, Employee Benefits Expo, and CPA and Law Forums through the U.S. In addition, Wallach is National Society of Accountants Speaker of the Year.
- ISBN: 978-0-470-53974-3
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 240
- Fecha Publicación: 31/03/2010
- Nº Volúmenes: 1
- Idioma: Inglés