IRS Section 7216: Everything CPAs and Accounting Professionals Need to Know   7216 is a criminal provision that prohibits tax return preparers from knowingly or recklessly disclosing or using tax return information This recently created guide helps CPAs and accounting professionals understand IRS Section 7216  This guide will help you determine your professional liability in conjunction with preparing tax returns for your client.   The guide answers: What is IRS Sec...

When: JUNE 7@1 PM REGISTER HERE SESSION 1: Data Breach/Cyber - Tricks, Tips and Best Practices (1 CPE) Presenter: Rob Ferrini Delivery Method: Group Internet Based |Field of Study: Information Technology In this updated presentation, Rob Ferrini will bring his experience counseling clients to discuss how to best protect your organizations brand, value, and assets in the face of growing data breaches and ransomware attacks. He will also provide practical steps your firm...

JUNE 29 @ 1 PM   REGISTER HERE   SESSION 2: Terminating the Client Relationship - How To Say Goodbye To Your Unwanted Clients (1 CPE) Presenter: Nancy Reimer Esq. and Patrick Cosgive, Esq. Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   When it comes to risk management and avoiding claims, sometimes the best client is an ex-client! In this 50-minute webinar, Nancy Reimer and Patrick Cosgrove, both of the law firm Free...

JULY 12 @ 1 PM REGISTER HERE SESSION 3: New R&D Expense and R&D Tax Credit Filing Requirements (1 CPE) Presenter: Randy Crabtree, CPA Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   Dont let the new R&D expense capitalization rules and the new R&D tax credit filing requirements surprise you and your clients. In this 50-minute presentation, tax wizard Randy Crabtree will discuss the new 2022 requirements. R&D e...

JULY 26 @ 1 PM REGISTER HERE   SESSION 4: The Merger Process and Merger Negotiation Checklists (1 CPE) Presenter: Joe Tarasco Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   Most M&A deals typically go through five stages: preliminary discussions; transactional detail meetings and negotiations; an initial agreement outlined in a memo of understanding or letter of intent; due diligence; and the transaction agreement and ...

AUGUST 9 @ 1 PM REGISTER HERE SESSION 5: Risk Management For Accountants- Part 1 (1 CPE) Presenter: Ralph G. Picardi, Esq. Delivery Method: Group Internet Based | Field of Study: Business Management & Organization This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms and their insurers on professional liability matters. Topics include, among others, the risk environment, client acceptance...

AUGUST 23 @ 1 PM   REGISTER HERE   SESSION 6: Emerging Trends, Lowering CPAs Legal Exposure in Areas That You May Not Have Thought Of (1 CPE) Presenter: John F. Raspante, CPA, CDFA, MST - McGowanPROs Director of Risk Management Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   This presentation will discuss new and emerging exposures with risk management tools and procedures to help minimize the risk of doing business i...

 SEPTEMBER 6 @ 1 PM REGISTER HERE SESSION 7: Mitigating Fraud Claims (1 CPE) Presenter: John Raspante and Stephen Vono Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   In this 50-minute presentation, John and Stephen will discuss an ongoing source of claims that continually occur. The presenters will provide an overview of fraud, the types of claims that accountants face concerning fraud, and how to best lower the accoun...

  SEPTEMBER 20 @ 1 PM   REGISTER HERE SESSION 8: Keys to Documentation and Record Retention for Accounting Professionals (1 CPE) Presenter: Joseph H. Jones, Jr., Esq. - Director of Risk Management | Professional Liability -- Travelers; and Julie Lindstrom, Esq. - Claim Counsel | Travelers Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   Proper documentation and record retention are crucial for accountants to support t...

OCTOBER 5 @ 1 PM   REGISTER HERE SESSION 9: Client Information and Cyber Security (1 CPE) Presenter: Konrad Martin Delivery Method: Group Internet Based | Field of Study: Information Technology Cybercriminals are thriving amidst the current cloud and cyber environment. A global pandemic, massive remote work transitions, government stimulus payments, and an irregular tax calendar are all targets for attackers to exploit. For CPAs, cybersecurity is becoming a constant battle to p...

OCTOBER 25 @ 1 PM REGISTER HERE SESSION 10: Are You Covered For That Exposure? The Different Insurance Policies Every Professional Service Provider Should Be Aware Of (1 CPE) Presenter: Rob Ferrini Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   In this 50-minute presentation, Rob Ferrini walks the listener through the coverage of each policy that a service provider should have and how they fill in coverage gaps. Policies to be d...

NOVEMBER 2 @ 1 PM   REGISTER HERE    SESSION 11: Risk Management For Accountants - Part 2 (1 CPE) Presenter: Ralph G. Picardi Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms on professional liability matters. It picks up where Ralphs Part One webinar left off. Topics i...

NOVEMBER 15 @ 1 PM REGISTER HERE SESSION 12: Engagement Letters A to Z (1 CPE) Presenter: John Raspante Delivery Method: Group Internet Based | Field of Study: Business Management & Organization Engagement Letters are an essential tool in any CPA’s risk management toolbox! Many times well-written engagement letters have stopped a claim from happening. In this 50-minute presentation, presenter John Raspante will discuss the engagement letter in response to the changes in tax...

DECEMBER 6 @ 1 PM REGISTER HERE SESSION 13: Claims Stories - The Not So Good, The Bad, and The Ugly (1 CPE)  Presenter: Jeremy Monosov, Esq. and Rocco Malandrino Delivery Method: Group Internet Based | Field of Study: Business Management & Organization   Listen to what an insurance company attorney who defends accounting firms has to share about the worst part of any CPAs job-- a claim against them. The presenters, Jeremy Monosov, Esq. and Rocco Malandrino of Navigator...

The eighth episode of our new podcast, Risky Records!   Risky Records is a video podcast that discusses risk management topics for accounting firms with special guests from the legal, accounting, and insurance professions. We close the conversation by pulling a vinyl record from Stephen Vono’s collection and discussing it briefly for a trip down musical memory lane!   EPISODE 8   In This episode, RiskyRecords guest John Raspante, Director of Risk Management fo...

We at McGowanPRO are pleased to announce the tenthepisode of our new podcast, RiskyRecords! RiskyRecords is a video podcast that discusses risk management topics for accounting firms with special guests from the legal, accounting, and insurance professions. We close the conversation by pulling a vinyl record from Stephen Vono’s collection and discussing it briefly for a trip down musical memory lane! EPISODE 10 Brian Ludeke, a defense attorney with Garrett & Tully, PC in Southern ...

Pleased to announce the eleventh episode of our podcast, RiskyRecords!   RiskyRecords is a video podcast that discusses risk management topics for accounting firms with special guests from the legal, accounting, and insurance professions. We close the conversation by pulling a vinyl record from Stephen Vono’s collection and discussing it briefly for a trip down musical memory lane! EPISODE 11 In This episode, RiskyRecords guest John Pastore, a Registered Investment Advisor ...