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War Story 119

Subject: Business Management Services; Wire Transfer Fraud John Duval, CPA, had been engaged for several years by a high-net-worth client, Ed Robertson, who developed commercial and residential real estate. Duval provided business management and bill-paying services, which included wire transfer authority to pay Robertson’s bills and transfer funds. Robertson did not want to be interrupted … Read more

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Recognizing the Signs of Elder Abuse

An older gentleman looking out the window

                                                             By Randy R. Werner, J.D., LL.M./Tax, CPA The elderly population in the U.S. (those 65 and older) is projected to grow to 80 million by … Read more