Ethics Spin from Engaging a Client to Terminating a Client
Author: Susan Harper
| CPE Credit: |
1 hour for CPAs
1 hour Ethics for EAs and OTRPs
1 hour Ethics for CTEC |
How do Ethics play into your role of engaging, maintaining, and terminating client relationships? Explore the answers to these questions with Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years. This course will take you full circle as we explore your ethical role when considering whether to engage, as well as terminate a client. With 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion to address the importance of both engagement and termination letters and the various issues which arise in the middle of the two while maintaining those client relationships.
Publication Date: May 2024
Topics Covered
- Engaging the Client
- Maintaining Ongoing Client Relationships
- Terminating the Engagement
- Case Studies
Learning Objectives
- Identify how to address what to consider before engaging a client
- Identify the key components to an engagement letter and its importance
- Identify how to maintain ongoing client relationships
- Identify how to address reasons to potentially terminate a client
- Identify the key components to a termination letter and its importance
- Identify case scenarios
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Behavioral Ethics (1 hour)
Program Prerequisites
None
Advance Preparation
None
