Best Practices – Compliance & Documentation
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Course Summary

Presented by a practitioner with more than 3 decades of experience, this course 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. 

Learning Objectives

Upon completion of this course, you will be able to:

  • Recognize the importance of using engagement agreements.
  • Evaluate the proper use of engagement agreements.
  • Select recommended clauses that should be included in an engagement agreement.
  • Create engagement agreements.
  • Determine ways to engage and disengage clients in a professional manner.
Monica is an enrolled agent with J.D. and LL.M. degrees in law and taxation. She is a nationally recognized speaker and a sought-after guest lecturer at many college campuses and professional organizations. With three decades of experience and a tax practice which serves clients throughout the world Monica loves to share her knowledge and insights.