IRS Webinar: Building a Sustainable Practice: Managing Risk and Strengthening Client Relationships Through Ethical Tax Practice - Wednesday, December 4. 2024
2024 IRS Nationwide Tax Forum: Educational seminars, special events announced focusing on tax security, scams, practice management and Beneficial Ownership Information.
After completing this session, 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.