WEBINAR: Live Full Credit Replay - Ethics: Engaging & Terminating Clients
2 Hours Federal Ethics; IRS:
This is a live replay of a previously aired webinar.
Navigating client relationships with ethical integrity is crucial for tax professionals. This course examines the ethical considerations involved in engaging, maintaining, and terminating client relationships, highlighting best practices for fostering productive interactions. Participants will explore effective strategies for attracting new clients, conducting meaningful conversations, and ensuring transparency through engagement and termination letters. This session provides both a practical framework and real-world scenarios to help professionals manage client interactions with confidence.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 11/25/25 at 10:00 AM EST
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2.00 (Ethics ) | $59.00 |
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Non-Member
Registration Ends 11/25/25 at 10:00 AM EST
|
2.00 (Ethics ) | $89.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352