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Avoiding Tax Malpractice (4153020D)
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While we don't like to think about it, inherent in every service a tax professional renders is the risk that a client may assert the practitioner is guilty of malpractice or feel they have been misled by advisers who are allegedly unethical or incompetent. Explore the various reasons for this phenomenon and learn techniques and procedures to minimize the risk, including effective client communication skills, tools to protect yourself from malpractice exposure and more.

1/22/2016
When: 1/22/2016
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Randall J Dean
Contact: April Deneault
801-834-6634


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While we don't like to think about it, inherent in every service a tax professional renders is the risk that a client may assert the practitioner is guilty of malpractice or feel they have been misled by advisers who are allegedly unethical or incompetent. Explore the various reasons for this phenomenon and learn techniques and procedures to minimize the risk, including effective client communication skills, tools to protect yourself from malpractice exposure and more.
 

Objectives:

Identify relevant 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 themselves from malpractice exposure.
Determine appropriate loss prevention procedures.

 

Major Subjects:

Technical definitions of tax malpractice
Effective communication with clients regarding objectives and expectations
Risk management techniques: Engagement letters, 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

 

Designed For:

Practitioners and attorneys who want to learn about malpractice risk inherent in a practice and steps that can be taken to reduce liability exposure.  The course should especially interest solo or small firm practitioners, although CPAs from any size firm will benefit from the program.

 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Randall J Dean

Vendor: CalCPA

Field of Study: Tax

Level: Overview

CPE Credit: 8 Hours

Acronym: AVTM

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mr. Dean was born in Los Angeles, California. He attended the University of California, Los Angeles, where he earned a Bachelor's Degree in Political Science in 1979. In 1983, he earned his Juris Doctor Degree from Loyola Law School. He was admitted to the State Bar of California and the Bar of the United States District Court for the Central District of California in 1983. He is also admitted to the Bar of the United States Court of Appeal, Ninth Circuit. Mr. Dean is a member of the American Board of Trial Advocates (ABOTA). He is also President of the Association of Southern California Defense Counsel. He is on the ADR Committee of the Los Angeles Superior Court, the Judicial Appointments Evaluation Committee of the Los Angeles County Bar and on the DRI Task Force on Judicial Independence. Mr. Dean is a frequent speaker at conferences sponsored by the California CPA Education Society. His publications include Experts and Attorneys: Joint and Several Defendants?, The Witness Chair; The Court-Appointed Expert Witness, The Witness Chair; Identifying and Resolving Conflicts of Interest, California CPA; Effective Client-Screening Techniques, The National Public Accountant; Tight Building Syndrome - In The Defense of HVAC Contractors, HVAC Product News; In Defense of Tight Building Syndrome, For The Defense; A Profile of Liability and Damages for Accountants - Guidelines for Risk Management in Today's Litigious Environment, The National Public Accountant. Mr. Dean has also spoken extensively to accountants concerning claims, litigation, and claim prevention. Mr. Dean has tried, arbitrated, and mediated numerous matters. His areas of specialization include accountant malpractice, business, and employment litigation. Mr. Dean's E-Mail address is rdean@cgdrblaw.com.

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