How to Train Your Clients - Terminate (Completed)
Date: Monday, October 7, 2024
Instructor: Susan Harper
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Related for EAs and OTRPs
1 hour Federal Tax Law for CTEC |
|
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
