Lessons from the Professional Liability Front:
Claims CAN Happen to You
Hear war stories from the frontline detailing how even the
most diligent CPAs can face a professional liability claim. Tax practitioners
will receive an arsenal of sound risk management strategies to prevent or defend
against professional liability claims.
Identify common triggers of a professional liability
claim
Understand the importance of using engagement letters to
help defend your practice
Learn when working for an attorney under a Kovel letter
is appropriate
Deborah K. Rood,
CPA, MST - Risk Control Consulting Director, CNA Insurance, Chicago,
IL
Peter D. Sullivan, Esq. - Partner, Hinshaw & Culbertson, LLP, Chicago, IL
FOS:1.5 CLE, 2 CFP, 2 EA, 2 Ethics
Code:
110