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Event Information

Avoiding Tax Malpractice Webcast | 4193020C STARTS AT 6:30 AM PDT
Date: December 6, 2019
Event Start time: 6:30 AM   End time: 2:00 PM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $295
Nonmember: $400

CPE Credits:

8.00 CPE: Continuing Professional Education Technical
8.00 CTEC-TX: CTEC - Federal Tax Law Hours Technical
8.00 IRS-TX: IRS Federal Tax Update Technical
6.50 MCLE: MCLE Technical

Identify topics related to allegations of malpractice committed by tax professionals and review risk management techniques.

We do not like to think about it but inherent in every rendered service by a tax professional is the risk that a client may assert the practitioner is guilty of malpractice or a client feels misled by advisers who are allegedly unethical or incompetent. Explore the various reasons for this and learn techniques and procedures to minimize the risk, including effective client communication skills, tools to protect yourself from malpractice exposure and more.

Materials are provided as an ebook.

  • 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.

Major Subjects:
  • Technical definitions of tax malpractice.
  • Risk management techniques: engagement letters, 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.

Level of Difficulty:

Field of Interest:



Designed For:

CPAs, practitioners and attorneys.

Advanced Prep:


Event Notes:
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