Risk Management: Defensive Tax Practices

Did you know: Over 60% of successful claims are tax related, as reported by CPA Professional Liability Plan Inc.
Although firm practice management around tax engagements has improved considerably over the past decade, we still have a long way to go. Join Lorne Kotler of Kornfeld LLP as he walks us through best practices in how to protect our firms from tax claims.
Oct. 27 2022 | 11:30 am – 1:30 pm PT | Online | $120
In this session we will cover:
  • Common areas for tax claims
  • Recommended documentation for tax engagements
  • Tips on how to protect the firm from your clients

Facilitators: Lorne Kotler of Kronfeld LLP and Bridget Noonan, CPA, CA

Intended participant: This session is best suited to partners and senior staff who are responsible for the execution and documentation of tax engagements and all related consultations. 

Verifiable CPD Hours: 2

Ethics Component: 1