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Accountants Liability - Positioning Your Firm for Success (Tax Focus) Logo aicpa

  Free |   AICPA |   13 Mar 2019 |   Regulatory Ethics |   AICPA Store
Key Topics
  • Claim data of the AICPA Professional Liability Insurance Program
  • Practice management:
    • Firm culture
    • Client acceptance and continuance
    • Engagement letters
    • Personnel management
    • Billing practices
    • Records requests
    • Client termination
    • Mergers, acquisitions, retirements and practice sales
    • Data security
    • Other practice management topics
  • Tax and related services:
    • Compliance
    • Projections and advice
    • Audit representation
    • Fiduciary services
  • Client accounting services
Learning Objectives
  • Understand the building blocks of professional liability risk management and how to strengthen them to improve performance.
  • Analyze claim data by area of practice and understand the implications for the firm.
  • Discuss risk exposures by area of practice and how to better manage them to improve service delivery.

How do you view professional liability risk management? An administrative burden? A draw on firm resources? What if you viewed risk management in a different light? Strong risk management practices can help establish a solid foundation for your firm and position it for growth and business success.

Join the AICPA and CNA, the endorsed underwriter for the AICPA Professional Liability Insurance Program, for a panel discussion about professional liability exposures arising from the delivery of tax and related services. This webcast will provide you with risk management practices that, when implemented, can help mitigate the risk of an accounting professional liability claim and may also help improve business performance.

In addition to earning CPE credit, 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.

Please Note: Professional liability premium discounts will only be applied for viewing this webcast once. Multiple viewings will not result in the application of multiple discounts.

Topics covered:
  • Firm practice management: Technical: Firm operations, Foundational
  • Tax: Technical: Practice management & professional standards, Foundational