I was having a pretty good day until you brought that up.
Chuck
WFHS ‘62
From: taxchat@yahoogroups
Sent: Wednesday, October 08, 2008 3:45 PM
To: taxchat@yahoogroups
Subject: Re: [taxchat] Engagement letter
Am I correct that Chuck, Mel, Robert L and me might all be senior members of this list - Over 60 years old? There are a few more of us here too. So a little more respect for us NYEDS (Not Yet Extinct Dinosaurs) from you whipper snappers.
Arnie
----- Original Message -----
From: Chuck Warman
Sent: 10/08/2008 4:32 PM
Subject: RE: [taxchat] Engagement letter
My considered opinion is, that’s just plain crazy. Which probably means it’s correct.
Chuck
From: taxchat@yahoogroups
.com [mailto:taxchat@yahoogroups. com] On Behalf Of Robert Lukey
Sent: Wednesday, October 08, 2008 1:34 PM
To: taxchat@yahoogroups.com
Subject: [taxchat] Engagement letterI 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.
--
Robert Lukey EA CPA
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