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Building a sustainable practice: Managing risk and strengthening client relationships through ethical tax practice
December 4, 2024 @ 2:00 pm – 4:00 pm EST
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.
After completing this webinar, participants will be able to:
- Recognize and apply key Circular 230 provisions throughout the client engagement lifecycle to build a sustainable tax practice while maintaining professional standards and ethical compliance.
- Implement practical risk management strategies that protect both the practitioner and client while strengthening professional relationships and ensuring high-quality service delivery.
- Create and maintain systematic procedures for client engagement, from initial contact through completion, that integrate professional responsibility requirements with best practices for modern tax practice.
- Identify and address common ethical challenges at each stage of client engagement using established frameworks that promote both compliance and practice development.
- Plus, a live Q & A,
Offered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English.
All participants who qualify will receive a Certificate of Completion.
Tax Professionals – Earn up to 2 CE Credits. Category: Ethics
