Client communications

Staying in Touch: A Year of Client Communications

Regular communication, via mailings, email, social media posts, blogs or token gifts, is the best way to strengthen long-term relationships with clients. This article features a timeline of events to use throughout the year to stay engaged with clients.

AICPA Provides Guidance on FSA Certification Letters

Tthe AICPA has worked with the FSA to create a certification letter CPAs can use when their clients are asked to certify income and is providing its members with sample engagement and disclosure letters to be used in connection with providing a certification letter for clients.

Do We Really Have Privilege?

This item discusses the limits of the privilege for communications between a tax practitioner and client under Sec. 7525.

Concerns About CPA Letters to Third Parties

A CPA receives a request from a client to provide a letter to the client’s mortgage broker, lender, adoption agency, or other third party. Is there any harm in the CPA signing the client’s suggested letter or writing one of her own?

Tax Insider Articles

DEDUCTIONS

Business meal deductions after the TCJA

This article discusses the history of the deduction of business meal expenses and the new rules under the TCJA and the regulations and provides a framework for documenting and substantiating the deduction.

TAX RELIEF

Quirks spurred by COVID-19 tax relief

This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.