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Accountants Liability: Balancing Risk and Reward (Tax Focus)


Fortify your practice

Which clients should you serve? What services will you provide? How will you best deliver those services?

A thorough evaluation of your professional approach, and keeping an eye out for legal risks, will greatly benefit you and your clients.

Join this panel of experts to learn:

– Professional liability exposures
– Conditions where professional liability exposures can surface
– How to identify liability threats
– How to ensure financial decisions reasonably outweigh professional liability risks

In addition to earning CPE credits, CNA policyholders may earn up to a 10% premium credit for three consecutive years on their AICPA Professional Liability Insurance policy. Please consult your agent for further details regarding eligibility.

Learning Objectives

– Recognize how to assess the professional liability risks of new and existing clients and services in relation to the firm’s risk tolerance.
– Identify claim data by area of practice and understand implications for the firm.
– Identify how risk changes as a result of new information, client action (or inaction), and unforeseen events that can surface during a tax or consulting engagement.
– Recognize strategies to balance risk and maintain alignment with the firm’s risk tolerance.

Major Topics

* Claim data of the AICPA Professional Liability Insurance Program
* Practice management
* firm culture and going to market
* client and engagement letters and acceptance
* relationship continuance and termination
* Billing
* data security
* risk management issues relating to tax and consulting services

Course Level
Professional Area of Focus
CPE Field of Study
Regulatory Ethics
Who Should Attend

* CPAs and CGMA designation holders
-* tax practitioners
-* legal professionals
-* accounting and finance professionals



Advanced Preparation


Online – AICPA Platform
Event Information
Jan 18, 2023
1:00 pm - 5:00 pm EDT
Online – AICPA Platform
Total CPE Credits
Webcast Replay


$ (% off)


$ (% off)
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Accountants Liability: Balancing Risk and Reward (Tax Focus)

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