Course Description:
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. Attendees will be provided with tools, practical suggestions, and time-tested solutions to reduce malpractice exposure. A time-tested template that can be tailored to meet each attendee’s own needs will be provided. Additional tools, practical suggestions, and solutions will be offered to reduce malpractice exposure. This includes covering conflict waivers, disclosure authorizations, and IRC §7216 consents.
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.
This Course Counts for 2 Hours of Federal Tax Law for IRS Continuing Education.
About Monica Haven:
Monica Haven is an Enrolled Agent, an Accredited Tax Advisor®, and Accredited Tax Preparer®. She is a graduate fellow of the National Tax Practice Institute®, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation.
She has a Bachelor of Science degree in Small Business Management with an emphasis on New Ventures, as well as a Doctor of Jurisprudence (J.D.) and a Master of Laws in Taxation (LL.M.) from Loyola Law School in Los Angeles.
She is a nationally recognized speaker and a sought-after guest lecturer on college campuses and at community organizations. She loves to teach and welcomes every opportunity to share her experience and expertise in the classroom, even as she maintains her Southern California tax practice which serves clients throughout the world.
