National Association of Tax Professionals
The Walt Disney World Dolphin Resort
Register: https://www.taxposium.com
CE: 2 hour
Speakers: Brad Messner, Amy Brosnan
Not every client is a good fit for your business. Separating from a client can be tricky, but we have obligations to follow. What are our requirements? How do we protect ourselves? How do we ensure professionalism, integrity and security during the process? We’ll address these questions and more to make sure it’s a smooth client disengagement process.