What Happens When a Client Says YOU Made the Mistake?
One client complaint can become more than a bad review. Learn what tax professionals need to understand about professional liability before a problem lands at your door.
You Protect Your Clients. Who Is Protecting Your Business?
A professional liability issue can begin with something that feels small: a disputed conversation, an alleged filing error, a deadline question, or a client claiming financial harm.
“You made an error.”
A client alleges a mistake on a return and says it cost them money.
“You told me to do this.”
A client disputes the advice or guidance they believe they received.
“I gave you that information.”
A client remembers the facts differently after a problem appears.
Can You Answer These Questions Without Looking at Your Policy?
If you are not completely sure, that is exactly why this workshop matters. The time to understand your protection is before a claim happens.
I Need To Know ThisHear From Experienced Business Attorneys
This is not just an insurance conversation. Our special guest speakers bring a legal business perspective to help tax professionals better understand the risks that can affect the companies they are building.
Experienced Business Attorney
Hear a legal perspective on professional risk, business exposure, documentation, and protecting your company.
Real World Business Risk
Learn why allegations, contracts, client communications, and business practices deserve attention before there is a dispute.
Live Q&A
Bring your questions and hear insight from both the insurance and business legal perspectives during the live session.
Get E&O Educated Before You Need It
We are breaking this down in clear language for tax professionals, not insurance jargon.
What E&O Is Designed to Do
Understand the role professional liability coverage may play when a client alleges a professional mistake or negligence.
Risks Tax Pros Overlook
Recognize everyday situations that can grow into professional liability problems.
What Is Inside Your Policy
Learn why coverage limits, deductibles, exclusions, conditions, and defense provisions matter.
Questions You Should Ask
Walk away knowing what questions to ask when reviewing or shopping for professional liability coverage.
Business Attorney Perspective
Hear from special guest speakers with experience helping businesses understand legal risk and exposure.
Live Q&A
Bring your questions and get clarity while the workshop is happening live.
Do Not Wait Until a Client Complaint Forces You to Learn This.
Join Tayler Davis and special guest business attorneys live on September 9, 2026. Save your seat while registration is open.
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Protect the Business You Worked So Hard to Build.
Free live E&O education for tax professionals, plus special guest insight from experienced business attorneys. This is one workshop you do not want to miss.
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