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[2023 Training Event #2]

Everything you MUST know about Engagement Letters

Wednesday, Feb 15th | 2pm-3pm Eastern

Enter your information below to register for this event. Include your PTIN number if you would like to receive continuing education credit.

If you are participating in our 2023 Tax Resolution Challenges you MUST use the same email address for each webinar. If you do not your scores will not be counted correctly.

 

Course Description

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

Price: FREE

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.

Additional Information:

Prerequisites: None

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
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.

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.