November 30, 2023


4 Total CPE Credits


Webinar (CA): Avoiding Tax Malpractice: Importance of Engagement Letters 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

• Engagement letter parties
• Critical engagement letter provisions
• Do and don't of engagement letters
• "War stories" dealing with tax-related claims against CPAs—engagement letter aspects and failings
• Insurance carrier experiences.

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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