Building a sustainable practice: Managing risk and strengthening client relationships through ethical tax practice After completing this free webinar you 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 Certificates of completion are being offered. Tax professionals: Earn up to 2 CE Credits. Category: Ethics. Closed captioning will be offered. Sponsored by: IRS Stakeholder Liaison Date: Dec. 4, 2024 Time: 2 p.m. (Eastern time); 1 p.m. (Central time); 12 p.m. (Arizona and Mountain time); 11 a.m. (Pacific time); 10 a.m. (Alaskan time); 9 a.m. (Hawaii–Aleutian time) Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at cl.sl.web.conference.team@irs.gov Related Practitioner Local Liaison meetings and seminars Tax Practitioner Institute classes Workshops and other events in Spanish for small businesses
