Our presenter, Lance, and his firm receive hundreds of calls annually from CPAs getting sued by their clients or fined by the IRS for signing tax returns that include listed or reportable transactions. Sometimes these violations are as innocuous as a bad retirement plan or penalties for owning cryptocurrency. Other times, it can be complicated such as participating in captive insurance, conservation easements, violations of section 79 or 419, or other potentially reportable transactions.
There are easy ways that accountants can avoid these disastrous situations. Most CPAs don't think this could ever happen to them, yet thousands of CPAs become involved merely by signing a return. Attend this webinar to learn steps to avoid legal hot water!
Learning Objectives:
Lance Wallach
Author
wallachinc@gmail.com
(516) 938-5007
Lance Wallach, 'National Society of Accountants Speaker of the Year', writes for 26 publications, has authored CPE books for the AICPA, Bisk Education, and used to speak at over 50 national annual conventions. As an expert witness, his side has never lost a case. Lance has appeared on radio and TV and is often quoted in the press.
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