This program will cover the important (but often forgotten) professional responsibility and risk issues relating to the ending of the attorney-client relationship, including:
In the normal course – at the end of each engagement
• Terminating clients
• When is termination mandatory vs. permissive under the Rules of Professional Conduct?
• Specific requirements
• Obtaining permission from the tribunal
• Avoiding prejudice *Avoiding “Hot Potatoes”
• Post termination – whose files are they?
• The client selection and intake lessons
This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...
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