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Join us on Wednesday, July 1st at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below! |
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This course examines modern engagement letter practices that reduce client risk while identifying revenue opportunities. Participants will learn how to structure engagement terms, manage compliance considerations, and enhance client management. Delivery Method: Live webinar Learning Objectives: Draft engagement letters that clearly define scope and expectations. Incorporate risk mitigation provisions in practice agreements. Apply engagement terms to […] |
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This session explores procedures for preparing amended returns, superseding returns, and disaster relief claims. Topics include when each filing approach is appropriate, documentation needed, and IRS processes to improve client outcomes. Delivery Method: Live webinar Learning Objectives: Differentiate between amended and superseding returns. Understand tax relief options for disaster‑affected taxpayers. Prepare appropriate forms and supporting documentation. […] |
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