April 24, 2026


Vendor Webinar


4 CPE Credits

Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)

Offering tax services can expose you to professional liability. Here's the information you need to identify, assess and mitigate risks that commonly arise in tax practices.

April 24, 2026
Vendor Webinar
4 CPE Credits

Practical Tools and Tips to Help CPAs Manage Risk (Tax Services Focus)

Offering tax services can expose you to professional liability. Here's the information you need to identify, assess and mitigate risks that commonly arise in tax practices.

  • Instructor

    Deb
    Rood

  • Instructor

    Henry
    Grzes

  • View Bio

    Instructor

    Jan
    Lewis

    View Bio

Learning Objectives

  • Identify how professional liability claims arise related to the delivery of services by CPA firms.
  • Recognize risk management tools and techniques related to firm practice management to help reduce the potential for a client dispute.
  • Identify practices to incorporate during the delivery of tax and consulting services to help mitigate the risk of a malpractice claim.
  • Select practical risk management tools and techniques to implement based on specific situations at your firm.

Major Topics

AICPA Professional Liability Insurance Program claim data Client and engagement acceptance Engagement letters and fee management Client continuance and termination Firmwide quality control and team management Causes of loss Risk management tips to assist claim defense when providing tax and client accounting services Data security

CPE Credits Available

4 CPE Credits
4
Regulatory Ethics

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

CPAs and CGMA designation holders Tax practitioners Legal professionals Accounting and finance professionals

Provider

AICPA (Durham)

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