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22WC-1088: Avoiding Tax Malpractice: Importance of Engagement Letters (Webinar)

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

Date Tuesday, January 17, 2023
Time 10:00am - 1:30pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Taxes - Technical (4.0)
Standard Member Fee $149.00
Standard Nonmember Fee $199.00


Engagement letters are a critical aspect of tax practice and avoiding malpractice claims. Identify discreet tax services that require engagement letters. Find the critical engagement letter topics. Explore optional engagement letter provisions. Understand the implications of non-expiring engagement letters and other potential engagement understanding pitfalls.

Who should take this program?

CPAs, practitioners and attorneys.

Major subjects

  • Engagement letter parties
  • Critical engagement letter provisions
  • Do and don'ts of engagement letters
  • "War stories" dealing with tax-related claims against CPAs - engagement letter aspects and failings
  • Insurance carrier experiences.

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.


Course code Code 22WC-1088
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Overview
Format Group Internet Based
Prerequisites Prereq. None

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

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