January 26, 2022 9:00am – 12:30pm Map & Directions 602-252-4144

Webcast: Avoiding Tax Malpractice-Importance of Engagement Letters

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Engagement letters are a critical aspect of tax practice and avoiding malpractice claims. Identify discreet tax services that require engagement letters. Identify critical engagement letter topics. Explore optional engagement letter provisions. Understand the implications of non-expiring engagement letters and other potential engagement understanding pitfalls.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Webcast
Taxation
4

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.

Course Level

Overview

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, practitioners and attorneys.

Prerequisites

None.

Highlights

  • Engagement letter parties
  • Critical engagement letter provisions
  • Do and don't of engagement letters
  • "War stories" dealing with tax-related claims against CPAs - engagement letter aspects and failings
  • Insurance carrier experiences.

Notes

Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner

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