LIVE WEBINAR 12/2/2021

Establishing Client Relationships with Engagement Agreements
Live Webinar

Join us for a LIVE Webinar on 12/2/21 from 2pm-4pm EST.

Course Description

From engagement agreement to client acceptance and everything in between, this webinar will offer guidance needed to ensure that clients and practitioners understand each other from start to finish, including conflict waivers, disclosure authorizations, and IRC § 7216 consents.  Presented by a practitioner with more than 3 decades of experience, attendees will be provided with tools, practical suggestions, and time-tested solutions to reduce malpractice exposure. 

This webinar is presented by Monica Haven. 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.

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 Ethics Credit for IRS CE.