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22WI-0333: Accountants Liability: Balancing Risk and Reward (Tax Focus) (Webinar)

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

Date Thursday, December 15, 2022
Time 12:00pm - 4:00pm
Central Time
Location Online
CPE credits CPE 4.0
Field(s)
of study
Regulatory Ethics - Technical (4.0)
Specialty
credits
4.0 Ethics
Fees
Standard Member Fee $159.00
Standard Nonmember Fee $199.00

Description

Which clients should you serve? What services will you provide? How will you best deliver those services? A thorough evaluation of your professional approach, and keeping an eye out for legal risks, help ensure both you and your client safely benefit from your working relationship. Join a panel of experts as they explore professional liability exposures and in what conditions they can surface when providing tax and consulting services. Attendees will master the arts of spotting liability threats and how to ensure financial decisions reasonably outweigh their professional liability risk.

Who should take this program?

CPAs and CGMA designation holders; tax practitioners; legal professionals; Accounting and finance professionals

Major subjects

  • Claim data of the AICPA Professional Liability Insurance Program
  • Practice management
  • Firm culture and going to market
  • Client and engagement letters and acceptance
  • Relationship continuance and termination
  • Billing
  • Data security
  • Risk management issues relating to tax and consulting services

Learning objective(s)

  • Recognize how to assess the professional liability risks of new and existing clients and services in relation to the firm's risk tolerance
  • Identify claim data by area of practice and understand implications for the firm
  • Identify how risk changes as a result of new information, client action (or inaction,) and unforeseen events that can surface during a tax or consulting engagement
  • Gain dynamic strategies able to help balance risk and maintain alignment with the firm's risk appetite.

Notes:

Course code Code 22WI-0333
Sponsor AICPA
NASBA ID#: 112891
Level Basic
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

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