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Managing the Risks of Serving Cannabis Clients 4173313A
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Laws regarding marijuana use and legalization are frequently changing, leading to confusion for CPAs on how to serve marijuana business clients safely. Gain insights regarding issues related specifically to marijuana business clients and identify how to offer risk-management advice that addresses those issues.

7/11/2017
When: 2:00 PM to 4:00 PM
Where: Webcast
CalCPA
4173313A
United States
Presenter: Ron Klein, J.D., CFE
Contact: April Deneault
801-466-10167


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Curriculums:   Specific Industries,Practice Management

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  2

Description

Laws regarding marijuana use and legalization are frequently changing, leading to confusion for CPAs on how to serve marijuana business clients safely. Gain insights regarding issues related specifically to marijuana business clients and identify how to offer risk-management advice that addresses those issues.

CAMICO has a unique understanding of the accounting profession and has been handling CPA liability claims for 30 years. As the nation’s largest CPA-directed program of professional liability insurance for accountants, CAMICO has developed this presentation to help raise awareness of the practice risks in today’s volatile legal environment.

CAMICO policyholders receive complimentary registration for this event. Please log in to the CAMICO Members-Only site (camico.com—Education section) for registration information or contact CAMICO at (800) 652-1772 or lp@camico.com.

Materials are provided as an ebook for this course.



Major Subjects

  • Specific actions your firm can take to minimize risk
  • Client screening guidance
  • Special considerations regarding engagement letters
  • Financial statement considerations
  • Public relations/crisis management guidance

Objectives

  • Identify specific risks inherent in serving marijuana business clients
  • Determine specific actions to minimize risks
  • Identify engagement letter clauses to include, and those to exclude, to minimize risk

Level:  Overview

Designed For

Accountants in public practice with marijuana business clients, or considering providing services to entities in this industry.

Advanced Prep:

None.

Prerequisite

None.

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