On Demand5.5 CE Credits
Managing Risk: Practical Tools & Tips to Help CPAs (Tax Services Focus)
Hosted by AICPA & CIMA
Dates TBD Online / Virtual
Professional, Scientific & Technical ServicesFinance & Insurance
About This Event
This CPE self-study course teaches CPAs how to identify, assess, and mitigate professional liability risks common in tax practices. Participants learn practical protocols for client acceptance, engagement letters, communications, billing, and quality control to protect their firms from malpractice claims.
Topics Covered
Regulatory & Legal
Risk ManagementDocumentation Standards
Leadership & Management
Practice Management / Business
Ethics & Professional Conduct
Professional Boundaries
Registration & Fees
Continuing Education
5.5 CE Credits
Accredited by: NASBA (National Association of State Boards of Accountancy)
AICPA is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on acceptance of individual courses for CPE credit. CPE credit calculated based on 50-minute hour. Sponsor numbers: National Registry 141642, Illinois 158-000880, New Jersey 20CE00029900, Pennsylvania PX-177106, Texas 000215, All others A-0001. Also recognized by SHRM to offer PDCs.
Who This Event Is For
Industries
Professional, Scientific & Technical ServicesFinance & Insurance