How to Train Your Clients - Terminate

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 webinar 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.

Topics Covered

• Considerations for client termination
• Process of client termination
• Termination letter
• Confidentiality agreement
• CAF 77 Request
• Collecting Unpaid Fees
• Case Scenarios

Learning Objectives

• Discuss risks of continued client relationship
• Address reasons for client termination
• Identify the key components of a termination letter
• Identify the key components of a confidentiality agreement
• Understand how to make a CAF 77 request from the IRS

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None