Material Advisors and 419 Plans Litigation -
IRS Audit Experts for abusive insurance based plans deemed reportable or listed transactions by the IRS
Barnes & NobleSearchAllSPEND $25, GetFREE SHIPPING 0Sign In My AccountB&N Toys & Games Catalog 2015 National Book Award Winners Save 40% or More on Cookbooks Holiday Gift Guide Membership Gift Cards Stores & Events HelpBooks NOOK Books Textbooks Bargain Newsstand Teens Kids Toys&Games Hobbies&Collectibles Home&Gifts Movies&TV Music Protecting Clients from Fraud, Incompetence and ScamsProtecting Clients from Fraud, Incompetence and Scamsby Lance Wallach9 Reviews View All Available Formats & EditionsEvery financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.Filled with… See more details belowHardcover$39.17 $49.95 | Save 22%Add to BagorSign In to Complete Instant PurchaseEligible for FREE SHIPPING detailsGet it by Wednesday, November 25 , Order by 12:00 PM Eastern and choose Expedited Delivery during checkout.Same Day delivery in Manhattan details6 New & Used from $26.27Add to Wishlist+OverviewProduct DetailsRelated SubjectsRead an ExcerptOverviewEvery financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.Filled with authoritative advice from financial expert Lance Wallach, Protecting Clients from Fraud, Incompetence, and Scams equips you as an accountant, attorney, or financial planner with the weaponry you need to detect bad investments before they happen and protect your clients' wealth—as well as your own.Sharp and savvy in its frank, often humorous, and authoritative examination of financial fraud and mismanagement, you'll learn about the dysfunctional sectors in the financial industry and:Protecting your retirement assetsAsset protection basicsShifting the risk equation: insurance maneuversReevaluating existing insuranceWhat financial advisors and insurance agents "forget" to tell their clientsThe truth about variable annuitiesWhat you must know about life settlementsThe smart way to approach college fundingThe news for the past two years has been filled with gloom and dangers: swindles, Bernie Madoff, rip-offs, and the collapse of Bear Stearns and Lehman Brothers. But the party's over, and with that era done, it's more important than ever for you to perform due diligence on all financial maneuvers affecting the money you oversee and provide your clients with assurance in the form of practical solutions for risk and asset management.A pragmatic blueprint for identifying trouble spots you can expect and immediately useful solutions, Protecting Clients from Fraud, Incompetence, and Scams equips you with the resources, strategies, and tools you need to effectively protect your clients from frauds and financial scammers.