Wednesday, November 17, 2010
2:00 PM - 2:50 PM
Track: Tax View Track
DOING THE RIGHT THING IN THE RIGHT WAY FOR THE RIGHT REASON (1 CPE)
- How to function amid all of the new requirements and still maintain a healthy, yet friendly relationship with clients
- How do the clients perceive using their data for anything other than the preparation of a tax return? Learn how to avoid confusing clients.
- Best tips for putting the client at ease, to satisfy all of the various newer requirements on our professional relationship