NCCPAP NOW: Engagement Letters Designed to Protect You and Your Clients

When:  Jan 30, 2023 from 10:00 AM to 11:30 AM (ET)
Associated with  NATIONAL

When: Monday, January 30, 2023 | 10AM-11:30AM ET

Associated with: NCCPAP National

Topic: Engagement Letters Designed to Protect You and Your Clients

Date: Monday, January 30, 2023 

10AM-11:30AM ET

Location: Zoom Meeting

Guest Speaker: Norman M. Fleischer, CPA

Session Speakers: Frank E. Sands, CPA and Stephen F. Mankowski, CPA, CGMA

Pricing: Free

1.5 CPE (Business Management and Organization ) per session

Course Overview:

Our featured speaker will cover why and how to prepare a thorough engagement letter that protects both you, as the practitioner, as well as your client. Additional speakers will discuss new tax and regulatory information.

Learning Objectives:

Our guest speaker will cover the topic of engagement letters. By attending this NCCPAP NOW series, you will understand how to improve your practice and protect yourself by instituting a policy of sending these letters annually. Our speaker will share the details regarding each party’s responsibilities and what should be included in this type of letter, as well as the template used by his firm. At the end of this segment, there will be a Q&A session designed to answer specific questions you may have.

Attendees will also hear from two additional speakers who will cover tax and regulatory information, based on the most recent economic, tax, and other current events. You will hear specifics regarding the status of IRS Notices, Congressional legislation, and pending laws affecting your practices and your clients. We will identify and communicate NCCPAP’s position and response, discuss applicable letters to Congress, and present issues affecting practitioners and taxpayers. 


Note to Non-Members:

NCCPAP NOW is a free benefit for NCCPAP members. For this year, we have extended that privilege to non-members for up to two NCCPAP NOW events. If you have already attended two sessions, we encourage you to become a member. We are currently offering a 25% discount off our regular membership rates after reaching our 2 session limit. By joining, you may continue to enjoy our NCCPAP NOW broadcasts, as well as many other benefits.


Program Pre-requisite: None
Program Level: Basic
Advanced Preparation: None
Type of Delivery: Group Internet Based

This program is sponsored by the NATIONAL CONFERENCE OF CPA PRACTITIONERS INC.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
NASBA: 108369 

For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Alexandra DeNiro at 516-333-8282 or e-mail


Group Internet Based