How to Train Your Clients - Terminate
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 final course will discuss the considerations of terminating a client relationship. With more than 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion including the why and how to terminate a client, as well as the importance of both termination letters, confidentiality agreements, and more.
Publication Date: October 2024
Topics Covered
- Risks of Continued Client Relationship
- Reasons for Client Termination
- Key Components of a Termination Letter
- Key Components of a Confidentialiy Agreement
- CAF 77 Request from IRS
Learning Objectives
- Explain risks of continued client relationship
- Identify reasons for client termination
- Identify the key components of a termination letter
- Identify the key components of a confidentiality agreement
- Explain how to make a CAF 77 request from the IRS
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
