Ethics Spin from Engaging a Client to Terminating a Client (Completed)

How do Ethics play into your role of engaging, maintaining, and terminating client relationships? Explore the answers to these questions with Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years. This webinar will take you full circle as we explore your ethical role when considering whether to engage, as well as terminate a client. With 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion to address the importance of both engagement and termination letters and the various issues which arise in the middle of the two while maintaining those client relationships.

Topics Covered

• Ethics & Circular 230
• Considerations before engaging a client
• Key components to a quality engagement letter
• Maintaining ongoing client relationships
• 1. Third Party Communications
• 2. Consents to Disclose
• 3. Confidentiality in Joint Representation
• Considerations before terminating a client
• Key components to a quality termination letter
• Circular 230 Return of Records Requirements

Learning Objectives

• Address what to consider before engaging a client
• Understand the key components to an engagement letter and its importance
• Explore how to maintain ongoing client relationships
• Address reasons to potentially terminate a client
• Understand the key components to a termination letter and its importance
• Explore case scenarios

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Behavioral Ethics (1 hour)

Program Prerequisites
None

Advance Preparation
None