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Engagement Letter Horror Stories: Avoid Risks and Ensure Compliance

ENGAGEMENT LETTER HORROR STORIES: AVOID RISKS AND ENSURE COMPLIANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Eric Green, Esq. as he dives deep into the critical world of engagement letters. Discover firsthand the dire consequences of mishandling or neglecting these essential documents through real-life horror stories.

This session is not only a journey through cautionary tales but also a roadmap to mastering the art of crafting foolproof engagement letters and how to leverage technology to make it a breeze. Whether you're a seasoned tax practitioner or just starting, this webinar is your key to turning potential pitfalls into powerful protections for your practice and your clients. 

Learning Objectives:


  • Identify and avoid risks: learn to spot and sidestep the common errors that can lead to legal issues, ensuring your practice's safety 

  • List strategic protection methods: gain insights into creating a solid defense for your practice and clients through effective engagement letters

  • Define crucial elements of engagement letters: uncover the must-include clauses that form the backbone of a strong legal document

  • Propose tech solutions for compliance: discover how leveraging technology like Ignition can streamline and secure your client engagement process, making compliance a breeze

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Eric is a partner in Green & Sklarz LLC, a boutique tax firm with Connecticut and New York offices. The focus of Attorney Eric L. Green's practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service, and state Departments of Revenue Services. His practice also handles probate matters and estate planning for individuals and business owners, and tax planning for closely-held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section, and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author of The Accountant's Guide to IRS Collection (available www.tgpublish.com), and he is a columnist for CCH's Journal of Practice & Procedure. He is also the founder of The New England IRS Representation Conference. Mr. Green is a contributing author for Advocating for Low-Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in The Wall Street Journal, USA Today, Consumer Reports, The Wall Street Journal's Market Watch, TheStreet.com, and CreditCard.com. Before practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche. Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association's Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association's Tax Section. Eric is a Fellow of the American College of Tax Counsel ("ACTC") and a Connecticut, Massachusetts, New York, and American Bar Association member. He is admitted to practice in Massachusetts, New York, and Connecticut Superior Courts, as well as the United States Tax Court, the Federal Court of Claims, and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honor graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.


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About Our Sponsor

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.