Call Us 866.940.1101 ☰ ˟
866.940.1101
Logo
  • Home
  • About Us
    • About Us
    • Employee Directory
    • Partners Page
    • Event Calendar
    • Refer a Friend
  • Get A Quote
  • Products
    • Lawyers Malpractice Insurance
    • Professional Liability Coverage For Attorneys
    • Accountants Professional Liability
    • Dentist Malpractice Insurance
    • Business Owners Policy
    • Cyber Liability Insurance
    • Workers Compensation Insurance
    • Title Agents E&O Insurance
    • Paralegal Malpractice Insurance
  • Testimonials
  • Common Terms
    • Common Terms
    • Frequently Asked Questions
  • Blog
  • Contact
  • Areas We Serve
    • Grand Rapids, MI
    • Detroit, MI
    • Lansing, MI
    • Kalamazoo, MI
Home > Blog > Free CPE Webinar from Travelers- Risk Management for Tax Preparers Sept 11, 2018
THURSDAY, AUGUST 23, 2018

Free CPE Webinar from Travelers- Risk Management for Tax Preparers Sept 11, 2018

Travelers

2018 Webinar for Accounting Professionals

Risk Management for Tax Preparers

A Risk Management Resource for Accounting Professionals

Click Here to Register TODAY!

This program is offered as a benefit for current Travelers insureds. CPA Participants will earn 1.0 Continuing Professional Education credit in the Communication and Marketing – Non-Technical Field of Study. Additional information on how to obtain the CPE credit and get a certificate will be provided in the presentation handout.

Tuesday, September 11, 2018 from 1:00pm to 2:00pm ET
Risk Management for Tax Preparers

Moderator:
Catherine Putman, CPCU, Underwriting Director, Travelers

Speakers:
Bethany P. Minich, Partner, Litchfield Cavo
H. Kent Twining, Partner, Litchfield Cavo
Lisa Wall, Claim Executive, Travelers

Accountants and accounting firms face risk when providing any type of accounting service, but the focus of this webinar is on risks associated with tax preparation services. It is important for accountants to know what exposures exist at the outset of a tax preparation engagement as well as during the engagement, and have a risk management plan in place to mitigate those exposures. Through the discussion of claim scenarios, our expert panelists will provide insights into specific exposures related to tax preparation services and discuss the important role that engagement letters play in a firm’s overall risk management plan and in defending a claim, should one arise. The panelists will also discuss other risk management tools and techniques that should be a part of every accounting firm’s risk management plan.

Don't Miss Out – Click Here to Register NOW!

Questions? Email Catherine Putman at CPutman@travelers.com.

 

Posted 10:25 AM

Tags: free cpe webinar
Share |


No Comments


Post a Comment
Required
Required (Not Displayed)
Required


All comments are moderated and stripped of HTML.

NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2013
  • 2011

  • lawyers professional liability insurance(429)
  • attorney malpractice insurance(383)
  • attorney malpractice(337)
  • legal malpractice(223)
  • legal liability(134)
  • cyber insurance(102)
  • data breach(92)
  • ethics(87)
  • erp(57)
  • malpractice insurance(54)
  • claims(39)
  • title agency e&o(36)
  • accountant e&o(34)
  • extended reporting period endorsement(30)
  • tail(29)
  • phishing(25)
  • legal malpractice insurance(21)
  • claims made coverage(21)
  • extended reporting period(21)
  • prior acts(21)
  • cyber security(19)
  • cyber liability(18)
  • accountant errors & omissions(18)
  • claims reporting(17)
  • crime insurance(16)
  • ransomware(16)
  • claim prevention(16)
  • attorney protective cle(14)
  • the hartford weekly newsletter(14)
  • attorney protective cle webinar(14)
  • 2022 mcgowan pro cpe webinar for accountants(13)
  • mcgowan webinar series for cpas 2021(12)
  • professional liability insurance(12)
  • retirement tail(12)
  • business owners insurance(11)
  • legal liability insurance(11)
  • fee suits(10)
  • full prior acts(10)
  • attpro tip of the month(10)
  • accountant errors & omissions insurance(10)
  • non-practicing erp(9)
  • bop(9)
  • cyber liability insurance(9)
  • title agent errors & omissions(9)
  • cyber crime(9)
  • claims made(9)
  • prior acts date(8)
  • webinar(8)
  • step rating(8)
  • lawyers(8)

View Mobile Version
Logo
Quick Links
Home Our Products Customer Service Payment Options Common Terms
About Us Refer A Friend Our Carriers Blog Contact Us
Location
2430 Camelot Ct SE
Grand Rapids, MI 49546

Local: 616.940.1101
Toll Free: 866.940.1101
Email: info@L2ins.com
Facebook Twitter Social LinkedIn
© Copyright. All rights reserved.
Powered by Insurance Website Builder