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Upcoming Events

Accounting Day-San Diego-
May 7, 2012

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Tax Strategies for Seniors

Red Flags for Senior Financial
   Abuse - Warning Signs,
   Preventation and
   Investigation  More...

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Excel classes and presentations

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Let me know of your topic of interest. Click on the Contact link.

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Seminars and Speaking Engagements-Seniors


Seminars and Speaking Engagements

Jim Colville is asked to speak for various professional and organizations within the eldercare community including putting on or speaking at seminars on a variety of topics.

General Topics

  • Tax Planning for Seniors
  • Planned Giving
  • Charitable Contributions and Helping Others


Topics Related to Senior Financial Abuse

  • Clues in your tax return and documents about financial abuse or fraud
  • Elder Financial Abuse – How Can I Protect My Aging Parent Against Financial Abuse?
  • Financial Exploitation of the Elderly
  • Financial fraud and abuse: scam artists, family members, who else?
  • What to do when financial abuse is suspected by a family member
  • Seniors, dementia and financial abuse
 
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