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  4. Avoiding Tax Malpractice: Overview 2024

Avoiding Tax Malpractice: Overview 2024

Monday, December 09, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

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$159.00 Regular Price
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$209.00 Regular Price
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Course Type: Webcast
Course Code: 24/124877
Level: Overview
Vendor: California CPA Education Foundation
Field of Study: Taxes

Overview:

This course explores issues related to allegations of malpractice committed by tax professionals and reviews risk management techniques. Inherent in the services of a tax professional is the risk that a client may assert practitioner malpractice. Clients may also accuse an adviser of being unethical or incompetent. Explore why clients make such claims and learn techniques and procedures to minimize the risk. Review practical client communication skills and tools to protect yourself from malpractice exposure.

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

Major Topics:

• Technical definitions of tax malpractice • Risk management techniques: 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

Major Topics:

• Technical definitions of tax malpractice • Risk management techniques: 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:

CPAs, practitioners and attorneys.

Prerequisites:

None

 

 

 

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