Protecting Your Practice - Slides and Notes
Protecting Your Practice from Negligence Claims & Worse
Slides and notes available for download now.
At the end of March 2010 much of the professional press reported the news that Accounting firms are facing a rise in negligence claims. This seminar has never been more topical or important.
Presented by Mark Lee, FCA CTA (Fellow), Chairman of the Tax Advice Network and a past Chairman of the ICAEW Tax Faculty.
Amongst the topics covered are:
• Understanding which common scenarios lead to claims
• Recognising what goes wrong in practice
• Avoiding the traps your clients set
• Tips and commercial ideas to limit your risks
• Evidencing ‘reasonable care’ to avoid penalties
• Avoiding disciplinary hearings and prison
• The 4 key options for dealing with business risk
• Techniques to control your PI premiums
• Avoiding the trap that often invalidates PI policies
• What needs to be proved when a claim is made?
• Tempting but typically poor defences
• Practical advice to minimise the risk of a claim
• How to dump the duff d-list clients who cause most problems
Slides & notes available for download now
Follow up
During the seminar Mark encouraged attendees to share their views and ideas as regards a number of issues being addressed. This feedback is being collated and will be shared back the attendees (on an unattributed basis). Copies of this invaluable feedback, showing what other accountants are thinking, will also be shared in due course with anyone who downloads the slides and notes.
Access to the slides and notes
Silver members can access their copies of the notes here.
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