Date: July 25, 2024
Time: 12 – 1 p.m. PT
This presentation highlights trending liability issues and dilemmas facing CPA firms in today’s challenging environment. This informative discussion is designed to equip CPAs with the “latest and greatest” risk management measures to minimize liability exposure to today’s risks.
This session will highlight recent and frequent CAMICO advice hotline inquiries. Curating the contents of those calls allows accountants to learn from advice shared with their peers. We will review the traps that often entangle CPAs and emphasize the importance of complying with not only professional standards but also “jury standards.” In addition, this presentation offers lessons learned from CAMICO’s decades-long history defending CPAs from claims; explores potential jury implications; and provides important dos and don’ts to help protect CPAs and their clients. Applying the risk management tips shared in this presentation should help minimize professional liability risk associated with practicing public accounting given the profession’s current challenges.
This course will NOT award CPE (as earned). If you'd like to register for the paid version with CPE, please select this course: Trending Thursday: Tax Client Payment Refusals, Embezzlement, Confidentiality Conflicts and MORE.
1000003280-128433
CPAs, attorneys, financial professionals, insurance professionals, enrolled agents and professional staff.
Taxes
Overview
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This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.