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    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 October 04, 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 January 15, 2013

    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

    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.

    TAX PERMANENT FILE CONTENTS - Individual

    Checklist This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on December 06, 2013

    TAX PERMANENT FILE CONTENT - Individual

    Checklist This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on December 06, 2013

    TAX PERMANENT FILE CONTENT - Individual

    Checklist This is the tax permanent file contect for individuals from the tax practice guides and checklists engagement letters
    Published on December 27, 2012

    Sample engagement letters package

    Checklist This is the Sample Engagment Letters Package from the tax practice guides and checklists
    Published on December 27, 2012

    TAX EXAMINATION ENGAGEMENT LETTER

    Checklist This is the tax examination engagement letters from the practice guides and checklist
    Published on December 27, 2012

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