Where did you hear this? The IRS, AICPA, who?
Arnie
----- Original Message -----From: Robert LukeySent: 10/08/2008 2:34 PMSubject: [taxchat] Engagement letter
I just heard yesterday that as of 01/01/09 in order for me to discuss something such as an IRA contribution with a client I will have to have the client sign an engagement letter before we can start. Does anyone else have any knowledge or thoughts on this? Or for that matter clients will have to sign an engagement letter before we discuss any topic that might benefit them in any way or point out the detrimental side of an issue. The way it sounds I will have a new client call to ask me what services I can provide and I will have to have them sign an engagement letter to talk to them about what to put into 2nd engagement that spells out what we are going to talk about.
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Robert Lukey EA CPA
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