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.
Agenda
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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