Avoiding Tax Malpractice: Overview 2024

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  • Date/Time
    • Mar 25, 2025
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 12:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Taxes (Technical) (4.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Overview
  • Fields of Study
    • Taxes

Description

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.

  • Presenters - Arthur John Dellinger Jr.
  • Designed For

    Designed For: CPAs, practitioners and attorneys.
  • Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Sole Practitioner
  • 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

    Highlights

    • 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

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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