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Sophisticated Tax Planning for Your Wealthy Clients 2016


8 - Morning Announcements & Identity Theft and the Tax Professional


Nov 11, 2016 8:00am ‐ Nov 11, 2016 8:55am

Standard: $49.00

Description

Since many tax professionals have clients who are victims or potential victims of identity theft, the tax professional’s tool box needs to include an understanding of the tools available to assist victims of identity theft. Learn:
  • How to represent a victim of identity theft before the taxing authority
  • What agencies and assistance are available to the victims of identity theft
  • Best practices to avoid becoming a victim of identity theft

Speaker(s):

  • Frank Agostino, J.D., LL.M., President, Agostino & Associates, P.C.
  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP

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