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Tax Practitioner Horror Stories (TPHS)
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Tax practitioners are required to master complex technical tax issues in order to prepare tax returns and give tax planning advice to clients. With this complexity comes the risk of making a mistake that will generate a lawsuit against the tax professional based on malpractice. This program will familiarize the tax practitioner with the legal standards relating to malpractice, and cover by way of illustration "horror stories" involving tax practitioners whose lack of technical understanding and/

10/30/2015
When: 10/30/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA
Contact: April Deneault
801-834-6634

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Tax practitioners are required to master complex technical tax issues in order to prepare tax returns and give tax planning advice to clients. With this complexity comes the risk of making a mistake that will generate a lawsuit against the tax professional based on malpractice. This program will familiarize the tax practitioner with the legal standards relating to malpractice, and cover by way of illustration "horror stories" involving tax practitioners whose lack of technical understanding and/or lack of common sense led them, and their clients, into disastrous situations potentially involving penalties and large tax liabilities.

Objectives:

* Understand the types of transactions that give rise to malpractice lawsuits brought against tax advisors * Take steps to limit exposure to an action in malpractice brought by a tax client

 

Major Subjects:

* Legal standards applicable to establishing grounds for bringing a malpractice action against a tax preparer or tax advisor * Defensive measures tax practitioners can take to mitigate or eliminate exposure to malpractice lawsuits * Tax practitioner “horror stories” that illustrate what tax practitioners should try to avoid at all costs
 

Designed For:

Any tax practitioner wishing to be aware of the types of tax transactions that give rise to malpractice actions against tax advisors; any tax practitioner who wants to take steps to limit his or her exposure to malpractice lawsuits

 

Prerequisite:  A basic understanding of the tax rules relating to individual income tax

 

Advanced Prep: None

  

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Bob Lickwar, CPA

Vendor: Surgent McCoy

Field of Study:  Taxes (2)

Level:  Intermediate

CPE Credit:  2 Hours

Acronym:  TPHS

 

Registration Fees:

$89

Register Here

 


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