Engagement letters are a critical aspect of tax practice and avoiding malpractice claims. Identify discreet tax services that require engagement letters. Identify critical engagement letter topics. Explore optional engagement letter provisions. Understand the implications of non-expiring engagement letters and other potential engagement understanding pitfalls.
Engagement letter parties. Critical engagement letter provisions. Do and don’t of engagement letters. “War stories” dealing with tax-related claims against CPAs - engagement letter aspects and failings. Insurance carrier experiences.
CPAs, practitioners and attorneys.
Identify topics related to allegations of malpractice committed by tax professionals. Determine how to recognize high-risk engagements. Recognize relevant ethical considerations. Identify tools for insulating yourself from malpractice exposure. Determine appropriate loss prevention procedures. Determine effective communication with clients regarding objectives and expectations.
Arthur J. (Kip) Dellinger, Jr., CPA, senior tax partner at Kallman and Co. LLP, CPAs, is chair of the AICPA Tax Division Tax Practice Responsibilities Committee. He is the author of The Practical Guide to Federal Tax Practice Standards (CCH). His client practice focuses on sophisticated accounting issues and tax planning, compliance and controversy representation.
Mr. Dellinger has spoken before the USC Institute on Federal Taxation, the UCLA Tax Controversy Institute, the California Tax Bar Annual Meeting, several California CPA Education Foundation conferences, the Illinois CPA Society Annual Tax Conference and the Florida Institute of CPAs Tax Expo. He has written more than four-dozen articles on tax technical and procedural topics.
Non-Member Price $199.00
Member Price $149.00