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Identify topics related to allegations of malpractice committed by tax professionals and review risk management techniques.
Inherent in the services of a tax professional is the risk that a client may assert practitioner malpractice. Clients may also accuse an adviser of being unethical or incompetent. Explore the reasons clients make such claims, and learn techniques and procedures to minimize the risk. Review effective client communication skills and tools to protect yourself from malpractice exposure and more.
CPAs, practitioners and attorneys.