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Surgent's Tax Practitioner Horror Stories

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Fri, 10/31/2025 from 9:00 am to 11:00 am
 Fri, 11/21/2025 from 10:00 am to 12:00 pm
 Wed, 12/03/2025 from 10:00 am to 12:00 pm
Designed For:

Any Accounting and Finance Professional who wants to limit his or her exposure to malpractice lawsuits and be aware of the types of tax transactions that give rise to malpractice actions against tax advisors

Prerequisite:

A basic understanding of the tax rules relating to individual income tax


In life and in tax practice, often the best way to learn something is to profit from the mistakes of others. In tax practice, mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don't let this happen to you.
In this program, we attempt to learn from the mistakes of others to avoid making them ourselves. We go through a series of "horror story" case studies that are both entertaining and educational. Practicing tax is a risky, sometimes horrifying business. Take this opportunity to prepare yourself for the risks that come with practicing tax by learning from these sobering, cautionary case studies.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the types of transactions that give rise to malpractice lawsuits brought against tax advisors
  • Take steps to limit exposure to an action in malpractice brought by a tax client

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.