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    The Engagement Letter: Best Practices and Examples

    AICPA Store This Practice Aid provides guidance on developing engagement letters in accordance with applicable AICPA Professional Standards, supplemented with best practice recommendations to ensure the engagement letter is as effective as possible in clearly documenting the terms of the...

    Engagement Letter Fairness Opinion Fee Language May Affect Fees Taxation

    Article Language used in investment banker (IB) engagement letters to implement fee payment arrangements can significantly affect the federal income tax treatment of such payments
    Published on June 01, 2011

    Sample Engagement Letters

    Overview Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements
    Published on September 22, 2014

    Engagement Letter

    Publication This excerpt from the 2013 new edition of Audit and Accounting Guide Employee Benefit Plans discusses engagement letters
    Published on June 12, 2013

    Engagement Letters for Litigation Services - Forensic and Valuation Services (Formerly BVFLS) Services Practice Aid 04-1

    AICPA Store This useful practice aid provides detailed guidance in easy-to-follow language to CPAs who provide litigation services as consultants, experts, or other roles.

    Engagement Letter Indemnification Clauses

    Report Building on the requirements associated with audits of many types of regulatory entities, the Professional Ethics Executive Committee [PEEC] has issued new interpretive guidance associated with using [where use is prohibited] indemnification/limitation wording in agreements to perform audit and other attest services.
    Published on August 03, 2014

    TAX PERMANENT FILE CONTENT - Individual

    Template This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on September 30, 2014

    TAX PERMANENT FILE CONTENTS - Individual

    Template This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on October 02, 2014

    TAX PERMANENT FILE CONTENT - Individual

    Template This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on October 02, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information
    Published on September 16, 2014

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