Walking Annuities: Tax Clients and the Stupid Stuff They Do!

Program Details

It was a hard slog: you dealt with the batshit crazy auditor, then the Revenue Officer who liked to threaten stupid stuff, and finally you worked out the compromise your client wanted and received the acceptance letter. And then, guess what? Yup, the client decided to do something on their own and unwound everything! This program will review actual cases where a client’s stupidity unwound an entire deal, and review how (sometimes) we can salvage the case and save the day.

Host a Program with Eric Green

Learning Objectives:

  • Identify issues clients need to be aware of after their collection case is resolved
  • Explain the issues created by social media and what clients must avoid doing
  • Describe steps practitioners should consider when dealing with a new representation client

Host a Program with Eric Green