Engagement Letters - 2024
The first step to ensuring a stress free 2024 tax year is implementing or updating your engagement letter. The purpose of an engagement letter is to establish an understanding. An engagement Letter is a TOOL, not a burden. This course highlights the important clauses to include in your engagement letter. It addresses how the Corporate Transparency Act, Generative AI/Chat GPT and Outsourcing has changed the engagement letter. Lastly, this webinar discusses the reason for a “disengagement letter” and why you'll be happy you have one!
This webinar is included in Tax Practice Pro's "Getting the Tax Office Ready 2024" webinar series or as a stand alone webinar.
This webinar qualifies for 1 NASBA CPE Field of Study Credit in Management Services.
No IRS CE Offered.
John Sheeley
,
EA
John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.
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