Elder Care Services are simply traditional CPA services but tailored to to a specific demographic.
- Income tax services
-The issues related to the aging population can be different and unique - Trust Accounting and Tax Services
Senior Financial Abuse, Fraud and Forensic Accounting
With today's growing senior population and the increasing agreesive sales strategies for financial and related products, I see more and more financial abuse and fraud in these tax returns, their investments and other financial matters. This is not fraud by the client/taxpayer, it's financial abuse or fraud in the product sold. Some of this is illegal but much of is legal, but improper or inaapropriate for the particular situation.
Some presentations I can give to your group or organization:
- Clues in your tax return and documents about financial abuse or fraud
- Elder 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
- Planned Giving
- Charittable Contributions and Helping Others
Other unique services:
- Eldercare Education for seniors, their families and Eldercare Professionals
through the:
Eldercare Education Institute
I'm one of the founders and an active member in the Institute.
Elder Care services not offered:
I do not get directly involved in services such as caregiver, long term care insurance, care facility oversight, preparing legal documents. There are many qualified professionals who specialize in these services. I have a complete network of individuals that I can refer you to for such services.
Elder Care Resource Team
