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22WC-1072: Avoiding Tax Malpractice: Overview (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Tuesday, January 10, 2023
Time 10:00am - 1:30pm
Central Time
Location Online
CPE credits CPE 4.0
Field(s)
of study
Taxes - Technical (4.0)
Fees
Standard Member Fee $149.00
Standard Nonmember Fee $199.00

Description

Identify topics related to allegations of malpractice committed by tax professionals and review risk management techniques. Inherent in the services of a tax professional is the risk that a client may assert practitioner malpractice. Clients may also accuse an adviser of being unethical or incompetent. Explore why clients make such claims and learn techniques and procedures to minimize the risk. Review practical client communication skills and tools to protect yourself from malpractice exposure and more.

Who should take this program?

CPAs, practitioners and attorneys.

Major subjects

  • Technical definitions of tax malpractice.
  • Risk management techniques: quality control procedures and maintaining professional competence.
  • Aggressive tax strategies.
  • "War stories" dealing with tax-related claims against CPAs.
  • Insurance carrier experiences.
  • Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections.

Learning objective(s)

  • Identify topics related to allegations of malpractice committed by tax professionals.
  • Determine how to recognize high-risk engagements.
  • Recognize relevant ethical considerations.
  • Identify tools for insulating yourself from malpractice exposure.
  • Determine appropriate loss prevention procedures.
  • Determine effective communication with clients regarding objectives and expectations.

Notes:

Course code Code 22WC-1072
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Overview
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

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