New Revenue Streams: Educating and Offering Fraud and Identity Services to Clients

2 NASBA CPE ONLY* NO IRS, NO CTEC

Identity theft and fraud create significant financial and tax consequences for clients, but tax professionals are uniquely positioned to help. This course explores how firms can educate clients about emerging threats while developing practical fraud and identity protection services that expand the firm’s value beyond tax preparation.

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*Self-Study recording not available for credit.

NASBA Field of Study: Communications and Marketing