Protecting Clients

book

Published by Wiley & Sons

standard copyright metedata 2008

Lance Wallach, CLU, CHFC

Meet the Author, Lance Wallach is a leading speaker on accounting and taxation topics and the author of numerous AICPA CPE exam publications. In addition to developing CPE courses, he is also a member of the AICPA faculty of teaching professionals, and has been featured in the Wall Street Journal, the New York Times, Bloomberg Financial News, NBC, National Public Radio’s All Things Considered, and other radio talk shows. Mr. Wallach is listed in Who’s Who in Finance and Business.

Every 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 assets