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  2. Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He writes about 412(i), 419, and captive

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    Protecting Clients from Fraud, Incompetence and Scams
    Protecting Clients from Fraud, Incompetence and Scams
    by Lance Wallach
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    Overview How much money did your clients lose in the Great Recession? It doesn't matter if a financial error was made because of malice or ignorance. The end result is the same: You. Lost. Money. Luckily, you don't have to sit idly and take it. Protecting Clients from Fraud, Incompetence, and Scams will help you identify and avoid the dysfunctional ... See more details below
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    More About This Book
    Overview Product Details Related Subjects Meet the Author Table of Contents
    ADVERTISING
    Overview
    How much money did your clients lose in the Great Recession?

    It doesn't matter if a financial error was made because of malice or ignorance. The end result is the same:

    You. Lost. Money.

    Luckily, you don't have to sit idly and take it. Protecting Clients from Fraud, Incompetence, and Scams will help you identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns.

    This powerful book:

    Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers
    Shows how a team approach to asset management can ward off financial predators
    Offers practical strategies and tools to combat client exposure to risk and asset management
    Expertly arms you with the tools to eliminate future frauds and reduce fraud losses
    Identifies trouble spots to avoid with solutions you can put to work right away
    Helps you provide your clients with assurance in the form of practical solutions for risk and asset management
    Financial fraud and incompetence can't come to the party anymore! With insightful information to protect your clients from losing money, Protecting Clients from Fraud, Incompetence, and Scams is the book of the hour, equipping you with tips and techniques to spot the red flags of fraud and prevent it before it starts.

    Read More
    Product Details
    ISBN-13: 9780470539743
    Publisher: Wiley, John & Sons, Incorporated
    Publication date: 2/22/2010
    Edition number: 1
    Pages: 240
    Sales rank: 1,305,088
    Product dimensions: 6.20 (w) x 9.00 (h) x 1.00 (d)
    Related Subjects
    Corrupt Business PracticesWhite Collar & Nonviolent Crime
    Meet the Author
    LANCE WALLACH, CLU, CHFC, is a leading speaker on accounting and taxation topics and the author of numerous AICPA CPE exam publications. In addition to developing CPE courses, he is also a member of the AICPA faculty of teaching professionals, and has been featured in 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 Business.
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    Table of Contents

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