Surgent Live Webinar CPE



TTMP-W02
Top 10 Tax Malpractice Issues

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Date/Time: Thursday, November 15, 2012, 1-3 p.m. Eastern (see all dates)

Presenter(s): Michael J. Tucker, CPA, Ian Redpath, JD, LLM

Today tax practitioners are aware of the deep complex issues they must master when preparing tax returns and giving tax planning advice to clients. And with this complexity comes the risk of making a mistake that will generate a lawsuit against the tax professional based on malpractice. This program will familiarize the tax practitioner with the legal standards applicable to bringing an action in malpractice, the top ten sources of malpractice law suits, and the steps that tax practitioners can take to limit their liability to clients who may sue them for professional malpractice.

Major Topics:

  • Legal standards applicable to establishing grounds for bring a malpractice action against a tax preparer or tax advisor
  • Defensive measures to take to mitigate exposure to malpractice lawsuits
  • The top ten issues that give rise to malpractice actions brought against tax practitioners

Learning objectives:

  • Understand the types of transactions that give rise to malpractice lawsuits brought against tax advisors
  • Take steps to limit exposure to an action in malpractice brought by a tax client

Designed For:

  • Any tax practitioner wishing to be aware of the top ten tax transactions that give rise to malpractice actions against tax advisors
  • Any tax practitioner who wants to take steps to limit his or her exposure to malpractice lawsuits

Course Level: Intermediate

CPE Credits: 2, Taxes

Prerequisite: A basic understanding of the tax rules relating to individual income tax

Advance Preparation: None

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