PMCA Consultant Risk Management
PMCA maintains a database of the cause of consultant liability and offers it’s members a library of tools to reduce exposure to these risks. Some examples of materials put out by PMCA for their members include:
- Risk Management Guide
- Loss Prevention
- Foreign Medical Dental Graduates
- Client Retainer Letter
- Existing Client Consulting Letter
- Practice Valuations Broker-Buyer Letter
- Case Study Reports
PMCA Case Study Reports in the Library Section – Consultant Risk Management
- Case No. 1100 - Breach of Confidentiality
- Case No. 1101 - Improper Advice Related to Generation Skipping Tax Matters
- Case No. 1102 - Failure to advise of the necessity of paying sales taxes
- Case No. 1103 - Failure to Properly Bill Health Insurance Claims
- Case No. 1104 - Failure to Bill and Follow Up on Health Insurance Claims
- Case No. 1105 - Improper Structuring of Partnership
- Case No. 1106 - Failure to File Tax Returns
- Case No. 1109 - Failure to Advise of Proper Tax Deposits
- Case No. 114 - Improper Use of Corporate Deductions on Tax Returns