Gain a better understanding of the guidance needed to ensure that clients and practitioners understand each other from start to finish.
Presented by a practitioner with more than 3 decades of experience, this topic will discuss the need for, and the format of, effective engagement letters designed to put the practitioner-client relationship on solid footing from the outset. Additional tools, practical suggestions, and time-tested solutions will be offered to reduce malpractice exposure. From engagement agreement to client acceptance and everything in between, this material will offer guidance needed to ensure that clients and practitioners understand each other from start to finish. Conflict waivers, disclosure authorizations, and IRC § 7216 consents - find out what you can do to protect your practice.
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