RE: [taxchat] Engagement letter

Are you calling me a whipper snapper, Arnie ?  :D

 

JoJo
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-----Original Message-----
From: taxchat@yahoogroups.com [mailto:taxchat@yahoogroups.com]On Behalf Of Arnold M. Socol
Sent: Wednesday, October 08, 2008 1:45 PM
To: taxchat@yahoogroups.com
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

To: taxchat@yahoogroups.com

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 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.

--
Robert Lukey EA CPA

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IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.

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