Everything you MUST know about Engagement Letters
Wednesday, Feb 15th | 2pm-3pm Eastern
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Taxpayer representatives generally approach representation with the intent of doing everything possible to reduce taxes, eliminate penalties, and generally protect their clients from unwarranted IRS actions.
Frequently a taxpayer arrives at the professional’s office with a certain amount of urgency due to the fact that they have neglected to act on IRS notices. Many practitioners react immediately and commence representing the taxpayer without a proper engagement letter.
Engagement letters are critical in protecting your professional license and after this session you will understand:
- When to Use an Engagement Letter
- Effects of Engagement Letter
- Considerations for Drafting an Effective Engagement Letter
- Engagement Letter Checklist
- Disengaging or Disengagement Letter
- Negative Engagement Letters
- Federal & State Engagement Letter Concerns
- Attendees will receive a sample engagement letter
Participants will earn: 1.0 CPE/CE credit
Field of Study: Taxation
Course presented by: LG Brooks, EA, CTRS
LG is the Senior Tax Resolution Consultant at Lawler and Witkowski CPA’s. LG has been in the field of taxation for more than 30 years and has been in practice full time since 1990. LG has represented and consulted on thousands of cases and he specializes in resolving high dollar, complex, tax problems all over the country. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977.
Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.
Advance preparation: None
Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.
Delivery Method: Group Live
For more information regarding program concerns, or cancellation
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The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.