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View Details/Register
View Details/Register
CPA - medium firm
CPA - large firm
Other
Presented by a practitioner with more than three decades of experience, this course will discuss the need for and the format of effective engagement letters designed to put the practitioner-client relationship on solid footing from the outset.
Additional tools, practical suggestions, and time-tested solutions will be offered to reduce malpractice exposure.
Learning Objectives:
- Recognize the importance of using engagement agreements
- Evaluate the proper use of engagement agreements
- Identify recommended clauses that should be included in an engagement agreement
- Define how to create engagement agreements
- Determine ways to engage and disengage clients in a professional manner
Monica Haven, EA, JD, LLM
Monica Haven
Tax Professional
mhaven@pobox.com
(310) 286-9161
Licensed since 1988, Monica Haven is an Enrolled Agent, an Accredited Tax Advisor, and Accredited Tax Preparer. She is also a graduate fellow of the National Tax Practice Institute, a nationally recognized academic program designed to develop and hone the skills necessary for effective taxpayer representation. Monica has a Bachelor of Science degree in Small Business Management with an emphasis on New Ventures and a Doctor of Law (J.D.) and a Master of Laws in Taxation (LL.M.) from Loyola Law School in Los Angeles.
Monica has been a long-term and active member of numerous professional organizations, including the National Association of Enrolled Agents, the National Society of Accountants, the National Association of Tax Practitioners, the National Society of Tax Practitioners, the California Society of Enrolled Agents, the California Society of CPAs, and the California Society of Accounting and Tax Professionals, as well as the Los Angeles County Bar Association, the Young Tax Lawyers Committee, and the Tax Law Society.
With decades-long experience as a solo practitioner, Monica is only too eager to share her expertise in the classroom and does so routinely. She is a recognized speaker on the "professional" circuit and a welcomed guest lecturer on college campuses and community organizations. Happy when she is working to resolve client issues, busy preparing returns, or buried beneath a mountain of regulatory and bureaucratic paperwork, Monica amasses a wealth of real-world experiences and humorous anecdotes, which she exploits unabashedly to make her course materials less dry, more memorable, and fun. She knows she has succeeded when her students comment, "I wish you had been my teacher when I learned accounting; I would have learned so much more and enjoyed it.” [See what others have said at www.mhaven.net.] Truthfully, Monica is torn and cannot decide whether she prefers teaching or taxation. She’s happiest when she doesn’t have to choose and gets to teach tax!- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
With the help of diligent support staff and a large research library, we guide our clients through a full range of tax planning and preparation decisions. We invite you to visit the company’s website where you’ll find:
- Information about Credentials held and Services provided.
- Newly published student texts and reference manuals.
- Specialty pages dedicated to all things foreign, estate & gift taxation, senior, and small business issues.
- A Peer2Peer page designed to make things a bit easier for fellow practitioners.
- A How to... page to which you may refer your clients when they ask how to reach the IRS, order tax forms, pay online, check on refunds, amongst many other common queries.
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