Events Calendar Courses

Home / Professional Development / Courses

Surgent’s Professional Liability Concerns for CPAs (SU0729/22)

Loading Events

« All Events

  • This event has passed.

Surgent’s Professional Liability Concerns for CPAs (SU0729/22)

Member Price $99
Non-Member Price $129
If you are a member, please login to activate member pricing.

June 27, 2022 @ 2:00 pm - 4:00 pm

Event Description

In spite of efforts to ensure engagement quality, many CPA firms find themselves periodically facing professional liability concerns. It is critical that firms understand the most common causes of litigation claims and how they can protect themselves against them.In this course, we’ll explore the most common claims faced by CPA firms of all sizes, as well as common defenses strategies and the various methodologies of resolving the claim process. The course will emphasize best practices in avoiding claims, analysis of recent court decisions, and exposures related to new and emerging claims, including cannabis, the Wayfair decision, the CARES Act, and COVID-19.

Designed For

Accounting and auditing practitioners at all levels involved in the quality and risk management process at their firms


Identify key areas of litigation exposure for CPA firms Recall best practices in claims and litigation avoidance and management Identify common defense strategies for CPA firms when facing processional claims Recall new and emerging issues in CPA litigation Understand being countersued when suing for fees Advise both sides of a deal Get involved in deals with clients Write engagement/retainer letters and disengagement letters Understand the applicable duty of care and corresponding damages

Major Subjects

Common claims against CPAs Understanding the statute of limitations The private defense theory The pros and cons of jury trials Alternative dispute resolution processes Civil vs criminal litigation


Experience in accounting and attestation




June 27, 2022
2:00 pm - 4:00 pm


Credit Hours
Max Registrations
Course Level
Course Type