A CPA’s Guide To Preventing Financial Exploitation
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced
- Faculty:
- Christopher W. Smith
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
Basic Course Information
Learning 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 Subjects
- 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
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
Faculty
Christopher W. Smith Related Seminars and Products
Christopher W. Smith concentrates his practice on special needs planning, elder law, and estate planning. Having a sister with Down Syndrome, Christopher has had a lifelong passion for special needs issues and has extended that passion to elder advocacy. He is licensed to practice law in both Indiana and Michigan and was a litigation attorney in Indianapolis before moving to Michigan. Christopher graduated from Indiana University Maurer School of Law (magna cum laude, Order of the Coif) where he also served as managing editor of the Indiana Law Journal. Prior to law school, Christopher majored in business and history at the University of Virginia and worked in finance for Procter & Gamble.
Christopher and his wife love to travel in and around Metro Detroit (often with fold-up bikes in tow) searching for hidden gems. They are even rumored to have a podcast discussing their adventures.
Some of his accomplishments and memberships include:
- Council Member, Elder Law and Disability Section of the State Bar of Michigan
- Selected as a “Rising Star” in both the Indiana edition of Super Lawyers Magazine (in 2009 and 2010) and the Michigan edition (2012 and 2013).
- Volunteer Counselor, Michigan Medicare/Medicaid Assistance Program, Inc.
- Volunteer, Guardianship Reviewer for the Oakland County Michigan Probate Court
- Past Volunteer, Elder Law and Advocacy Center in Wayne County, Michigan
Dates
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Thu, Jun 19, 2025 - 10:30am to 11:30am PDT
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Additional Info
Basic Course Information
PrerequisitesA basic understanding of estate planning and protective proceedings in court would be helpful
Advanced Preparation
None
Designed For
All CPAs (and other professionals), but most specifically CPAs who have regular contact with individual clients
Original Recording Date 4/2024
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
03/18/2024
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.