Virtual
Avoiding Tax Malpractice: Overview 2024
Date: Dec. 9, 2024
Time: 8 – 11:30 a.m. PT
CPE: 4
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.
Product Code
1000002660-124877
Credit Type
CPE: 4CPE-Technical: 4CTEC-TX: 4IRS-TX: 4MCLE: 3Intended Audience
CPAs, practitioners and attorneys.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Other Dates
Faculty
Arthur John Dellinger Jr.
As senior tax partner at Cooper Moss Resnick Klein & Co. LLP, Kip Dellinger provides services as an expert in the areas of CPA tax practice regulatory discipline and malpractice matters; this includes his engagement by Big 4 CPA firms as an expert pertaining to conduct matters and substantive technical issues in several tax shelter malpractice cases. He also represents clients in tax controversy matters and provides services to tax counsel in ...
More about Arthur John Dellinger Jr.Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.