November 16, 2023


4 Total CPE Credits


Webinar (CA): Avoiding Tax Malpractice: Overview 2023

  • Instructor

    Arthur Dellinger,CPA

Learning Objectives

• Identify topics related to allegations of malpractice committed by tax professionals
• Determine how to recognize high-risk engagements
• Recognize relevant ethical considerations
• Identify tools for insulating yourself from malpractice exposure
• Determine appropriate loss prevention procedures
• Determine effective communication with clients regarding objectives and expectations

Major Topics

• Technical definitions of tax malpractice
• Risk management techniques: quality control procedures and maintaining professional competence
• Aggressive tax strategies
• "War stories" dealing with tax-related claims against CPAs
• Insurance carrier experiences
• Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, practitioners and attorneys.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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