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Avoiding Tax Malpractice 4173020B
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We do not like to think about it but inherent in every rendered service by a tax professional is the risk that a client may assert the practitioner is guilty of malpractice or a client feels misled by advisers who are allegedly unethical or incompetent. Explore the various reasons for this and learn techniques and procedures to minimize the risk, including effective client communication skills, tools to protect yourself from malpractice exposure and more.

8/9/2017
When: 9:30 AM to 5:00 PM
Where: Webcast
CALCPA
4173020B
United States
Presenter: Randall J Dean
Contact: April Deneault
801-466-10286


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Curriculums:   Individual Tax Planning and Return Preparation

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

We do not like to think about it but inherent in every rendered service by a tax professional is the risk that a client may assert the practitioner is guilty of malpractice or a client feels misled by advisers who are allegedly unethical or incompetent. Explore the various reasons for this and learn techniques and procedures to minimize the risk, including effective client communication skills, tools to protect yourself from malpractice exposure and more.

Materials are provided as an ebook.



Major Subjects

  • Technical definitions of tax malpractice.
  • 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.

Objectives

  • 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.

Level:  Overview

Designed For

Practitioners and attorneys who want to learn about malpractice risk and steps that can be taken to reduce liability exposure, especially solo or small-firm practitioners.

Advanced Prep:

None.

Prerequisite

None.

Price:

Members: $245

Nonmembers: $375

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