In this practical webinar, you will receive detailed guidance to ensure that clients and practitioners understand each other from start to finish. Among other things, you will learn about:
- Conflict waivers
- Disclosure authorizations
- IRC § 7216
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.
Field of Study: Regulatory Ethics
Program Level: Intermediate
Credit Type: Group Internet-Based for the Live Program.