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Surgent's Tax Practitioner Horror Stories (TPHS)

 Wed, 10/31/2018 from 1:00 pm to 3:00 pm
19 / 2-61215
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
$89.00 Regular Registration
Designed For:

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


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

In life, often the best way to learn something is from our own mistakes. In tax practice, that's simply not an option. Mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don't let this be you. In this program, we will attempt to learn from the mistakes of others to avoid making them ourselves. We will first review the legal standards relating to malpractice. Next, we will discuss several "horror stories" involving tax practitioners whose lack of technical understanding and/or lack of common sense led them, and their clients, into disastrous situations. Tax practitioners are required to master complex technical issues in order to prepare returns and give planning advice. It's a risky business. Take this opportunity to prepare yourself for a risk-free busy season with a few sobering cautionary tales.

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

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.