A CPA’s Guide to Identity Theft Protection

A Seminar on Tax & Financial Scam Prevention & Protection

Richard Heckard, CPA

“Every 22 seconds someone becomes a victim of identity theft. Protecting your identity and assets has never been more critical.

The IRS flagged nearly 2 million returns last year for identity theft, property title theft tops 9,000 cases annually, and the FTC estimates over $12 billion in yearly consumer losses to identity theft.

Safeguard the most important things: your family, your finances, and your community.”

Have You Been Asking These Questions?

  • How does identity theft begin?

  • How does identity theft affect my taxes?

  • How can I protect myself from tax scams?

  • Is my business safe?

  • What are the warning signs?

  • Can I protect my aging parents from fraud?

  • How can I restore my identity if stolen?

  • How can I protect myself today?

Built in partnership with the AICPA, this 30 to 60 minute course with Q&A is built for educating communities.

What Your Group Will Learn:

  • How do fraud artists get access?

  • What should you be on the lookout for?

  • How to protect yourself.

  • Identity theft affects every aspect of your financial life: your taxes, your investments, your Social Security, and your estate plan.

  • Identity theft needs to be caught early; if you are a victim, there are steps you can take to limit the damage.

Steven K. Howell, CPA, CFP

“Scammers often target people who have an identity worth stealing, typically people over the age of 50 who are community leaders, business owners, and are savers & investors with healthy balances.

We’ve designed this session specifically to assist communities and their leaders in protecting their own identities, and equipping them to help others.”


We hold in-person, virtual, and private courses throughout the year, through colleges, community centers, and pro-bono through our office.
Community education is our way to give back. If you have a suggestion for a group you’d like us to assist, or a topic you think would be helpful for us to teach on, we’d love to hear from you.