CPE Webinar for Accountants 8/6 PM ET (1 CPE)

July 29, 2024

CPE Webinar

August 6 @ 1 PM Risk Management for Accountants—Part 1 (1 CPE) Presenter: Ralph G. Picardi, Esq. Field of Study: Business Management & Organization Delivery Method: Group Internet Based

Course Description:

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, among others, the risk environment, client acceptance and continuance, engagement letters, disengagement, billing and collection, file retention, and confidentiality issues (e.g., subpoenas; IRC §7216). 

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