Join Eric Green, Esq. as he dives deep into the critical world of engagement letters. Discover firsthand the dire consequences of mishandling or neglecting these essential documents through real-life horror stories.
This session is not only a journey through cautionary tales but also a roadmap to mastering the art of crafting foolproof engagement letters and how to leverage technology to make it a breeze.
Whether you're a seasoned tax practitioner or just starting, this CPE/CE-eligible webinar is your key to turning potential pitfalls into powerful protections for your practice and your clients.
This webinar is a must for tax professionals seeking to enhance their legal knowledge, protect their practice, and earn CPE/CE credits. You'll leave with actionable strategies to prevent your own engagement letter horror story and ensure your engagements are bulletproof, including:
How to Identify and Avoid Risks: Learn to spot and sidestep the common errors that can lead to legal issues, ensuring your practice's safety.
Strategic Protection Methods: Gain insights into creating a solid defense for your practice and clients through effective engagement letters.
Crucial Elements of Engagement Letters: Uncover the must-include clauses that form the backbone of a strong legal document.
Tech Solutions for Compliance: Discover how leveraging technology like Ignition can streamline and secure your client engagement process, making compliance a breeze.
Eric Green is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. Eric is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, he is one of the nation’s best-known lecturers in continuing professional tax education. Eric has been recognized by Connecticut Super Lawyers in the field of Tax, is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel (“ACTC”).
Eric was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association’s Closely Held Businesses Tax Committee. Attorney Green is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs.
