This session will provide an overview of tax professional liability claims and practical best practices for mitigating exposure. Speaker John Raspante, Director of Risk Management at McGowan Professional Liability, will discuss engagement letters, documentation strategies, and other risk management considerations that can help firms reduce the likelihood of claims. The session will also include a review of recent court decisions and their potential implications for CPA firms.
This webinar is hosted by MGI North America. It is open to all MGI members and their staff. Click on the yellow 'Book now' button above to register.
Course objectives:
By attending this session, participants will gain insight into:
- Common professional liability claims involving tax engagements
- Best practices to help avoid or reduce claims
- Engagement letter and documentation strategies
- Recent court decisions impacting the profession
This is a timely and important topic for firms providing tax services, and we encourage MGI North America members to attend.
John Raspente
MGI North America members in the U.S. will earn 1.0 CPE credit for attending the entire webinar, answering live polls, and completing the Evaluation Form.
