SESSION 5: Risk Management For Accountants-- Part 1 (1 CPE)
Presenter: Ralph G. Picardi, Esq.
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 and continuance, engagement letters, disengagement, billing and collection, file retention, and confidentiality issues (e.g., subpoenas; IRC §7216). Part Two - Risk Management for Accountants will be held on October 20th.
August 18 @ 1 PM
McGowanPRO 150 Speen Street Suite 102 Framingham MA 01701 United States