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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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What's the Point?
The Basics
- Evergreen Contracts
- Readability
Specific Clauses
- Client Responsibilities
- Practitioner Responsibilities
The Obvious: Getting Paid
Legal Caveats
- Jurisdiction
- Limitations
Do's and Don'ts
Beyond the Engagement Agreement
- Representation Agreement
- Taxpayer Consent to Use Tax Return Information
- Disclosure Authorization
- Spousal Conflict Waiver
- Disengagement Letter
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 30, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Monica Haven, E.A., J.D.,LL.M.
Monica Haven
Monica Haven, E.A., J.D.
- Graduate fellow and former faculty member of the National Tax Practice Institute®, a recognized speaker on the professional circuit, and a sought-after guest lecturer on college campuses and at community organizations
- Welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice which serves national and international clients
- Students are grateful and have said, she’s a fantastic speaker who can take hard subjects and put them into concepts or analogies that are easy to understand; clear, articulate and expressive and has energy down to the last minute of the last class of the last day
- LL.M. degree in Taxation
- For additional information, published articles and loads of useful tax information please visit her website at www.mhaven.net
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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