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May 7, 2012


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Tax Strategies for Seniors

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Senior Financial Abuse

With today's growing senior population and the increasingly agressive sales strategies for financial and related products, there's more and more financial abuse and fraud related to seniors. Many time there are clues to this in their individual income tax returns. This is not fraud by the client/taxpayer, it's financial abuse and fraud in the product or service sold. Some of this is illegal but much of it's totally legal; but improper or inaapropriate for the particular situation and sometimes, grossly so. Addtionally, these financial products are being sold to individuals at increasingly younger ages.


Seniors are many times susceptible to the financial abuse of others who, through their relationship with the senior, take advantage of the senior by taking money, fraudulently preparing documents to their advantage, transfering funds, etc. Forensic accounting services will document the truth and help in either prosecution or recovery.


Click here for some facts about senior financial abuse.

This is a fast growing area of my practice.


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                        Senior Financial Abuse, Fraud and Forensic Accounting