Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks.
In this episode, you will be able to:
- Understand the 7216 disclosure rules and why they matter
- Learn how to roll out engagement letters effectively
- Discover best practices for managing client data securely
- Navigate client objections and concerns with confidence
- Implement strategies to ensure compliance without disrupting operations
Not sure if your firm is handling 7216 the right way? Let’s talk! Reach out to Laurence Whittam at lwhittam@csuiteimpact.com today.
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