Book Description Publication Date: February 22, 2010 | ISBN-10: 0470539747 | ISBN-13: 978-0470539743 | Edition: 1 Protect your clients – and yourself – from all kinds of financial chicanery and stupidity with this vital new book It doesnt matter if a financial error was made because of malice or ignorance – the end result is that you lose money. Luckily, you dont have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers Shows how a team approach to asset management can ward off financial predators Offers practical strategies and tools to combat client risk for Risk and Asset Management Offering insightful information to protect your clients from all sorts of frauds and incompetence, this essential guide equips you with tips and techniques to spot the red flags of fraud and prevent it before it starts. Show more Customers Who Bought This Item Also Bought The Firm of the Future: A Guide for … › Paul Dunn 4.9 out of 5 stars (16) Hardcover $54.22 Editorial Reviews From the Inside Flap 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 its internal fraud, a scammer, or an incompetent planner that takes your clients 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, youll learn about the dysfunctional sectors in the financial industry and: Protecting your retirement assets Asset protection basics Shifting the risk equation: insurance maneuvers Reevaluating existing insurance What financial advisors and insurance agents forget to tell their clients The truth about variable annuities What you must know about life settlements The smart way to approach college funding The 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 partys over, and with that era done, its 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. From the Back Cover How much money did your clients lose in the Great Recession? It doesnt matter if a financial error was made because of malice or ignorance. The end result is the same: You. Lost. Money. Luckily, you dont have to sit idly and take it. Protecting Clients from Fraud, Incompetence, and Scams will help you identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book: Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers Shows how a team approach to asset management can ward off financial predators Offers practical strategies and tools to combat client exposure to risk and asset management Expertly arms you with the tools to eliminate future frauds and reduce fraud losses Identifies trouble spots to avoid with solutions you can put to work right away Helps you provide your clients with assurance in the form of practical solutions for risk and asset management Financial fraud and incompetence cant come to the party anymore! With insightful information to protect your clients from losing money, Protecting Clients from Fraud, Incompetence, and Scams is the book of the hour, equipping you with tips and techniques to spot the red flags of fraud and prevent it before it starts. See all Editorial Reviews Product Details Hardcover: 240 pages Publisher: Wiley; 1 edition (February 22, 2010) Language: English ISBN-10: 0470539747 ISBN-13: 978-0470539743 Product Dimensions: 1 x 6.2 x 9 inches Shipping Weight: 14.9 ounces (View shipping rates and policies) Average Customer Review: 5.0 out of 5 stars See all reviews (1 customer review) Amazon Best Sellers Rank: #3,023,163 in Books (See Top 100 in Books) Did we miss any relevant features for this product? Tell us what we missed. Would you like to update product info, give feedback on images, or tell us about a lower price? More About the Author › Visit Amazons Lance Wallach Page Lance Wallach Biography Lance Wallach National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals, Wallach is a frequent speaker on retirement plans, financial and estate planning, and abusive tax shelters. He is also a featured writer and has been interviewed on television and financial talk shows including NBC, National Pubic Radios All Things Considered and others,Lance authored Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons, Bisk educations CPAs Guide to Life Insurance and Federal Estate and Gift Taxation, as well as AICPA best-selling books including Avoiding Circular 230 Malpractice Trap. Testimonials... Mr. Wallach, thanks so much for taking the time to talk to me ..today about VEBAs. Any information you can send me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase. Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Department of Labor ````````````````````````````````````````````` Email correspondence Date: Wed, Jan 12, 2011 Happy New Year Mr. Wallach and thanks for the article Ron Ronald R. Itzkowitz National EP Customer-Partnership Analysis Internal Revenue Service - Employee Plans
Posted on: Thu, 14 Nov 2013 15:46:27 +0000
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