Think Outside the Tax Box
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Think Outside the Tax Box
Helping Elderly Clients Avoid Tax Scams - 07-01-25
Taxes are scary enough before crooks get involved. And just like any tool ever invented by humans, it wasn’t long before technology became the plaything of scammers looking to pull off cons.
Elderly clients who often have large life savings can be easy targets for scams, whether because of social isolation or emotional and cognitive problems, or maybe just because they didn’t keep up with the latest, frequent IRS or FBI warnings about being careful on the internet. Some elderly victims learn too late that it takes serious effort to resolve thefts of money – and potentially years to fix identity theft.
These clients need to be extra vigilant. Listen in to learn what to tell them.
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