BrownBagCPE - Risky Business: How to Avoid Lawsuits

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All Day Course

Oregon
CPA Ethics

Risky Business:
How to Avoid
Lawsuits

Risky Business: How to Avoid Lawsuits

Risky Business: How to Avoid Lawsuits

Credits:
4*

Type
Live.
Fee:
$100.00**

Date: #1 05/29/08
Site:
Tigard
Time:
1:00 - 4:45 p.m.

Location:
Oregon State Bar

16037 SW Boones Ferry Road (Please note new address!)

Tigard, OR 97281

Registration: Registration Form - Seating is limited.

Date: #2 06/17/08
Site:
Salem
Time:
1:00 - 4:45 p.m.

Location:
Chemeketa Community College

4001 Winema Place NE, Suite 200

Salem, OR 97305

Registration: Registration Form - Seating is limited.

Audience: CPAs and other financial professionals with private practices who wish to minimize their legal liability exposure.

Level: Basic

Description: Lawsuits against CPAs and other financial professionals are increasingly common. Even winning comes with a substantial cost in lost time and legal fees. This course focuses on learning strategies and techniques for avoiding lawsuits in the first place. Through examining actual lawsuits and learning risk reducing strategies, this course teaches how you can reduce your exposure to lawsuits from both clients and third parties.

Learn About: Which engagements are really the most risky? » Who is most likely to sue? » Common lawsuit fact patterns » Defenses » Risk reduction techniques » Client acceptance criteria » Office procedures to reduce risk » Importance of Engagement Letters » Professional liability insurance » Going bare » Accounting malpractice lawsuits » Legal standards of care » Tax compliance and tax planning lawsuits » Estate planning lawsuits » Handling state board investigations after a lawsuit » and Asset protection strategies.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Jim is Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association.more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take these two courses together and save $50.00:
Professional Conduct and Ethics for Oregon CPAs (morning) &
Risky Business: How to Avoid Lawsuits (afternoon).
$150.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Oregon CPA Ethics & Risky Business: How to Avoid Lawsuits.

Registration Policy and Procedure