2018 Engagement Letters – 1 CE

4.85 (27 votes)

This introductory class discusses the importance of engagement letters at all levels of representation services to both engage and disengage clients. Learn why engagement letters are considered a best practice in tax and controversy representation.

Learning Objectives:

  • Identify why engagement letters are necessary
  • Become familiar with types and formats of engagements letters Understand the key information to be included

Instructor: Kevin C. Huston, EA, USTCP

IRS Program Number: X9QQU-T-00467-18-S

Kevin Huston, EA, USTCP

Blue Ridge Tax Advisors Inc.

Kevin C. Huston, EA, USTCP, ChFC, CLU is the president of Blue Ridge Tax Advisors Inc., in Asheville, North Carolina. He received his BS degree in Business Management from Oakland University in Rochester, Michigan, and his MBA in International Business from Georgia State University in Atlanta. He has been a nationally known tax instructor for years and has authored several tax and financial articles for professional journals. Huston is admitted to practice before the US Tax Court as a non-attorney practitioner and is an NTPI Fellow™.