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TAX2401P
Due Diligence in Tax Practice: Policies, Procedures, and Protection
Date
July 17, 2024
Proper due diligence for a tax practice involves many aspects -
• Are the policies and procedures established being followed?
• What role do technical tax checklists play?
• Have I considered how the change in the Statements of Standards on Tax Services should be reflected in my practice?
• What are the latest trends in liability insurance claims and how do I protect my practice?
Hear from a current practitioner and risk control director to learn how you can take the right next steps.
Learning Objectives
- Identify the importance of established policies and procedures in a tax practice and learn how to ensure they are being properly implemented and followed.
- Identify the changes in the Statements of Standards on Tax Services and how these changes should be reflected in their practice.
- Identify the latest trends in liability insurance claims and learn strategies to protect their practice from potential risks.
Speakers
Tax Partner, Porte Brown LLC
Risk Control Consulting Director, CNA
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