AUGUST 9 @ 1 PM
SESSION 7: Risk Management for Accountants—Part 1 (1 CPE)
Presenter: Ralph G. Picardi, Esq., Picardi, LLC and McGowan Claims Hot-line
Delivery Method: Group Internet Based | Field of Study: Business Management & Organization
This is an updated 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: the risk environment, client acceptance and continuance, engagement letters, disengagement, billing and collection, file retention, and confidentiality issues (e.g., subpoenas; IRC §7216).