Course Details

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Course Description

This seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued.  We will cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behaviour. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.

Learning objectives

  • Define the elements of negligence, the common law cause of action.
  • Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law.
  • Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

About Presenter

Allison McLeod, JD

Owner, Accounting Negligence

[email protected]

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas in Denton, Texas. She has also taught at the UNT College of Law as an adjunct law professor. Prior to her career in academia, Professor McLeod spent 18 in industry, working for a Big 4 accounting firm. a major retailer and an international cement company. In addition to her academic duties, Professor McLeod has had the privilege of teaching ethics to Texas CPAs across the State since 2011 and regularly serves as an expert witness on accounting malpractice cases. She is the owner of CPAEthicsOnline.com, which provides ethics CPE courses online for CPAs nation-wide. She occasionally serves as an expert witness in accounting malpractice cases.

Allison M. (Yee) McLeod, LL.M., JD, CPA, has served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice. Professor McLeod also a full-time Senior Lecturer at the University of North Texas in Denton, Texas. Her courses include Ethics, Corporate Taxation, Tax Research and Financial Accounting. In addition to her academic duties, Professor McLeod has had the privilege of teaching ethics to Texas CPAs across the State since 2011 and regularly serves as an expert witness on accounting malpractice cases.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Disclaimer

All jurisdictions accept courses from Registry sponsors approved by NASBA to a certain extent. However, some jurisdictions have additional requirements. Please click on the below mentioned link for the addtional requirements. https://www.nasbaregistry.org/cpe-requirements

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, December 09, 2019 | 10:00 AM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Monday, December 09, 2019 | 11:00 AM EST View Details/Register
VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register
  • Cost $40
  • CPE Credits 2
  • Subject Area Ethics (Regulatory)
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Practitioners Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Auditors Tax Firm Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Senior Accountant
  • Handout Material Download

upcoming Live CPE Webinars

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, December 09, 2019 | 10:00 AM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Monday, December 09, 2019 | 11:00 AM EST View Details/Register
VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register