In this episode of The Fine Line Files, Dom delves into a critical yet often overlooked aspect of tax planning—verifying client claims and spotting red flags. Drawing lessons from the Mike Miske case, we explore how unchecked assumptions can lead to massive consequences for both clients and tax professionals.
Join as she discusses:
- The importance of professional skepticism in tax planning.
- Real-life examples of red flags that can’t be ignored.
- Tips for setting boundaries with clients while maintaining a strong working relationship.
- Practical strategies to protect your practice from liability.
Whether you're a seasoned tax pro or just starting out, this episode will sharpen your skills and remind you why thoroughness matters. Don’t miss this critical discussion about staying on the right side of the fine line in tax!
Follow us for more: TaxCrimeJunkies.com | @TaxCrimeJunkies on Twitter & Instagram.
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