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Professional Liability Protection In CPA And EA Firms

Recording date: Aug 14, 2026 Until: Aug 14, 2027
Elan Becker Elan Becker

Duration: 120 Minutes

Credit: IRS Credits: 2.0 | Product Code: #WEB00556
Self-Study Course Access
$149
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Access the course at any time with no set schedule. An exam is required, and a passing score must be achieved to receive CPE credit.

Running a CPA or EA practice is rewarding, but it comes with real risks. Even the most careful professionals can face a malpractice claim if a client feels let down. Do you know why clients sue and what steps can help prevent those claims before they arise?

Professional liability is an unavoidable risk for tax firms, regardless of size or experience. Understanding how malpractice claims arise and how to reduce exposure is a critical component of operating a sustainable professional tax practice. This CE course examines the common patterns behind malpractice claims in tax practices and provides practical strategies to help prevent claims, reduce exposure, and protect both your firm and your professional reputation.

Beyond prevention, the session takes a practical dive into Errors & Omissions (E&O) insurance. Many firm owners carry coverage but may not fully understand how claims-made policies, retroactive dates, or defense-cost provisions work. Without that knowledge, you may be paying for a safety net that may not provide the protection you expect when you need it most. This course explains key policy mechanics in plain English, helping you confidently evaluate, manage, and rely on your E&O insurance coverage.

Learning Objectives:

  • Identify top drivers of malpractice claims against CPA and EA firms.
  • Discuss engagement and documentation practices that reduce claim risks.
  • Explain E&O policy mechanics including claims-made triggers and defense costs.
  • Identify and aanalyse exclusions and endorsements impacting professional tax practices.
  • Identify how risk changes as a result of new information, client action (or inaction,) or other events that arise during a tax or consulting engagement.
  • Explore reporting strategies to preserve insurance coverage and minimize loss.
  • Differentiate practice controls by mapping them to malpractice claim scenarios.

Major Topics:

  • Why Clients Sue: Common Patterns
  • Malpractice Prevention and Engagement Practices
  • E&O Insurance Policy Basics
  • Exclusions, Endorsements, and Coverage Limits
  • Reporting, Response, and Post-Incident Improvements
  • Real-World Malpractice Claim Scenarios
  • E&O Reporting Requirements and Coverage Considerations
Finally, we’ll tackle real-world claim scenarios, breaking down exclusions, endorsements, and reporting requirements. By the end, you’ll not only know how to minimize risks but also how to respond effectively if a claim arises. Join us to protect your firm, strengthen client confidence, and ensure your insurance truly has your back.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Self Study
  • IRS Course ID: PJGWS-T-00139-26-S
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours

Who Will Benefit:

  • Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Attorneys
  • Tax Managers
  • Controllers
  • Partnerships and S Corporation Advisors
  • Business Tax Consultants

Speaker Profile:

Elan Becker is an Enrolled Agent admitted to practice before the IRS and the founder of Enrolled Agent Concierge, a boutique tax advisory practice known for white-glove service, responsiveness, and practical tax solutions. The firm guarantees a 48-hour client response time or the next month is free. With over a decade of experience in accounting, auditing, operations, and tax, Elan specializes in tax advisory, compliance, and resolution, guiding entrepreneurs and high-net-worth individuals through complex IRS codes to make tax work in their favor.

Credits and Other information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Information Technology
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Self Study
  • IRS Course ID: PJGWS-T-00139-26-S
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
IRS Credits
1. What is a Self-Study Webinar/Course?

A self-study course allows you to complete an educational program at your own pace and convenience, without attending a scheduled live webinar.

Depending on the course, the program may include:

  • Recorded educational content
  • Presentation materials and handouts
  • Learning objectives
  • Review questions
  • Final assessment/examination
  • Course evaluation
  • Certificate of completion

 

2. How do I access a self-study course I purchased?

After completing your registration, log in to your account and go to the "My Webinars" / "My Courses" section.

Your purchased self-study courses will be available there, along with applicable course instructions and materials.

 

3. Can I complete the self-study course at any time?

Yes. Self-study programs are designed to provide flexibility and allow you to complete the educational content at your convenience, subject to the access period specified for the particular course.

 

4. How do I earn IRS CE credit from a self-study course?

To receive IRS CE credit, you must successfully complete all applicable course requirements.

These may include:

  • Completing the required educational content
  • Completing required review questions
  • Successfully passing the final assessment/examination
  • Completing the course evaluation
  • Providing required participant information

The specific requirements may vary depending on the course.

 

5. Is there a final examination for self-study courses?

Yes. Qualifying self-study programs include a final assessment/examination where required.

Participants must achieve the applicable passing score to receive credit.

For IRS self-study programs, the required passing score is 70%.

 

6. Do you provide online continuing education credits for self-study courses?

Yes. We provide online self-study continuing education programs for tax and accounting professionals.

Our qualifying programs are designed to provide IRS Continuing Education (CE) credits for eligible tax professionals, subject to the specific course and applicable IRS requirements.

 

7. Can I retake the final examination if I do not pass?

Where permitted under the applicable course requirements, participants may retake the assessment until they meet the required passing score.

Any applicable retest instructions will be provided within the course.

 

8. When will I receive my CE certificate?

After successfully completing all required components of the course, your certificate of completion will be made available according to the applicable processing schedule.

The certificate may be delivered by email and/or made available through your online account.

 

9. What information appears on my certificate?

Your certificate may include:

  • Participant name
  • Course title
  • Completion date
  • CE hours
  • Field of study
  • Delivery method
  • Provider information
  • Applicable program identification information

 

10. When are IRS CE credits reported?

Eligible course completions are reported to the IRS according to the applicable IRS reporting requirements and timeframe.

Participants should ensure that their registration information, including their PTIN where applicable, is accurate.

 

11. Do I need to provide my PTIN?

If the course is being completed for IRS CE, you may be required to provide your Preparer Tax Identification Number (PTIN) and other required information.

Please ensure that your information is accurate and matches your IRS records.

 

12. Can I download the self-study course materials?

Yes, where downloadable materials are included with the course.

Materials may include:

  • Presentation slides
  • Handouts
  • Reference materials
  • Other course materials
  • Availability may vary by course.

 

13. Can I watch a self-study course more than once?

Yes, you may generally review the course content during your authorized access period.

However, CE credit is awarded only once for qualifying completion of the course, subject to applicable requirements.

 

14. What happens if I forget my password?

Click "Forgot Password" on the login page and enter your registered email address.

You will receive instructions to reset your password.

For additional assistance:

Email: support@pro2learn.com
Phone: +1- 937-993-0372

 

15. Can I cancel my self-study course registration?

Cancellation and refund eligibility depends on the specific product and applicable terms and conditions.

To request a cancellation, contact: support@pro2learn.com

Please provide your name, registered email address, and course information.

 

16. How do I access a previously purchased self-study course?

Log in to your account and go to "My Webinars" / "My Courses."

Your previously purchased courses and applicable materials will be available there.

If you experience any difficulty accessing a course, contact: support@pro2learn.com

 

17. What should I do if I don't receive my certificate?

First, check your spam/junk folder and your online account.

If your certificate is not available after the applicable processing period, contact:

support@pro2learn.com

Our support team will verify your completion status and assist you.

 

18. What technical requirements do I need?

You generally need:

  • Reliable internet connection
  • Computer, tablet, or compatible device
  • Current web browser
  • Speakers or headphones
  • Active email address

Additional requirements, if applicable, will be provided with the course.

 

19. Does completing a self-study course automatically satisfy my tax professional requirements?

Completing a course does not necessarily mean that it satisfies every continuing education requirement applicable to your individual credential, license, or renewal period.

Participants are responsible for confirming that the course meets their specific requirements.

 

20. What is the difference between a Live Webinar and a Self-Study Course?

Live Webinar

  • Attended at a scheduled date/time
  • Instructor presents live
  • Attendance requirements may apply
  • Live interaction may be available
  • Certificate after qualifying attendance/completion

Self-Study Course

  • Completed at your own pace
  • Recorded/self-paced educational content
  • Completion and assessment requirements apply
  • Assessment may be required
  • Certificate after qualifying self-study completion

Need Assistance?


For questions regarding IRS CE, course access, certificates, reporting, login, or course materials, please contact:


Email: support@pro2learn.com
Phone: +1- 937-993-0372
Support Hours: Monday–Friday, 9:00 AM–6:00 PM EST/EDT

 

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