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How Accountants get Sued by Their Clients and Fined by the IRS

HOW ACCOUNTANTS GET SUED BY THEIR CLIENTS AND FINED BY THE IRS

Cyber Monday Special - 20% Off Using Promo Code BARUCH at Checkout - Offer Ends 12/2
Cost $10.00
Presentation Length 1.0 hour

Recorded DateDecember 1, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Lance's firm receives hundreds of calls annually from CPAs who are being sued by their clients and/or fined by the IRS for signing tax returns, which include listed transactions. They can be as innocuous as their retirement plan or owning cyber currency and as complicated as participating in captive insurance, conservation easements, section 79, 419, or other potentially listed transactions. There are easy ways that accountants can avoid these disastrous situations. Most CPAs don't think this can ever happen to them, yet thousands of them become involved merely by signing a return. 

Learning Objectives:


  • Identify how to recognize abusive tax shelters

  • Identify how to help clients without breaking the law

  • Identify how accountants can avoid being sued or fined by the IRS

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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. You could spend a week Googling Lance Wallach.

About Our Sponsor

Baruch college stacked logo
The Robert Zicklin Center for Corporate Integrity (RZCCI) is a forum for discussion of a broad range of issues confronting U.S. corporations and capital markets. The Center prepares you to overcome challenges facing today’s business world and empowers you to make the best decisions on behalf of your organization.

Established in 2002, the Center aims to further the discussion of corporate behavior and issues, fostering interaction among corporate leaders, regulators, scholars, and students. It increases the awareness of ethics in the classroom and in students’ lives while raising the ethical climate of American business to a higher plane.