How To Train Your Clients - Maintain
Author: Susan Harper
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2027 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
How to train your clients from engagement to termination? Join Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years, in this 3-part series. This webinar will discuss how to build rapport and trust to maintain your client relationships. With more than 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion including the importance of your duties of confidentiality and nondisclosure, as well as consent to disclosures.
Publication Date: September 2024
Topics Covered
- Maintaining client relationships
- Practices to build rapport and trust
- Duties of confidentiality and nondisclosure
- Importance of consent to disclosure
- Joint representation
- Other reminders
- Case Scenarios
Learning Objectives
- Explain how to maintain ongoing client relationships
- Identify practices to build rapport and trust with clients
- Identify duties of confidentiality and nondisclosure
- Explain the importance of a consent to disclosure
- Identify the IRC Section that relates to nondisclosure of client information
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
