Objectives

• Develop a basic understanding of the opportunities and risks with this specialty and how to go about setting up this practice area.

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

All

Prerequisites

None

Highlights

• Opportunities: a shortage of qualified experts, higher billing rates, non-seasonal work, value-added services, fewer fee pressures and many different subspecialties.
• Challenges: constant marketing, significant continuing education requirements, balancing with compliance services, cost of research materials and conflicts of interests.
• Specialized services including valuation, damages, fraud, bankruptcy and family law.
• Understanding the difference between being an expert witness and an advocate.
• Depositions and trials

Notes

None

Related Courses

• Webcast: Personal Financial Planning Update: Understanding, Diagnosing, and Experiencing the Disciplines of General Fi - August 10, 2022
• Webcast: Forensic Accounting: Introduction to Analysis and Expert Witness Issues - September 27, 2022
• Webcast: Advanced Personal Financial Planning Update - October 27, 2022
• Webcast: Investments Planning in this Unprecedented Time - December 9, 2022