Webcast: High-Duty Engagements: Rules, Risks & Tools for Business Management (CACOHD115)
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When: 07/22/2015
12:00 PM until 2:00 PM
Where: Webcast
United States
Presenter: Ron Klein, J.D., CFE

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Registration Fees
Members $70
Non-Members $94

CPE: 2 hours
Level: Basic
Vendor: CalCPA
Category: Management
Prerequisites: None
Advanced prep: None

Who should attend: Accountants in public practice.

Learn loss prevention skills and techniques that you and your firm should consider when performing high-duty services, such as business management, family office and closely-held businesses engagements in light of the current legal and professional environment. This course includes a discussion of jury standards (rules and expectations), as well as common liability issues surrounding high-duty services and ways to mitigate these risks.


  • Recognize jury “rules" to learn how your actions will be judged by a jury, the ultimate arbiter of you and your actions, and how you can meet the jury’s expectations.
  • Define the concept of risk management and the important role it plays in the accounting firm.
  • Identify practical ideas to avoid claims.

Major Topics
  • Risks involved in high-duty engagements such as business management/family office, trustee engagements, and closely held businesses
  • Juries’ expectations of CPAs
  • What to include and exclude from engagement letters to avoid risk