8 Results for ‘preventing-insider-fraud-expense-cheating-embezzlement’
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StateNational (7)New York (1)
TopicsTax (35)Payroll (18)General Business (13)Accounting (11)Nonprofit (10) More
Product TypeOnDemand Course (6)Live Webinar (2)
CreditCLE (2)CPE (1)ACFE (1)Enrolled Agents (1)
Life insurance fraud is becoming more common, learn how to detect these acts and prevent them from happening. The insurance industry is among the most heavily regulated industries in America.
Live Webinar December 15, 2020 1:00pm EST
ACFE, CLE, CPE credit available
Recognize and prevent financial elder abuse.This topic will help you define and recognize elder abuse. You will also be able to explain elder abuse and what can be done to prevent it.
Learn planning solutions and how to identify potential issues in kinship proceedings. This topic will discuss kinship proceedings in New York State.
Live Webinar December 10, 2020 1:00pm EST
CLE, Enrolled Agents credit available
Learn to recognize the techniques in which it should be applied in relation to different types of estate freezes. An estate freeze is a power strategy for wealth management - but you don't have to be an insider to...
Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...
All About ABLE: Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients. This topic will provide an overview of the Achieving a Better Life Experience...
Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected.The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698 per...
Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future.With the ever-changing economy and the aging population, more individuals and couples are seeking...
CLE credit available
Showing 1 - 8 of 8 results.