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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

Catherine Putman, CPCU, Underwriting Director, Travelers

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


Posted 10:25 AM

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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.
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