Spotting client risk before it bites
Update: 2025-02-20
Description
This episode of TaxVibe dives deep with Paul Banister, CTA, as we uncover the risks associated with new client relationships. Learn how to spot red flags, mitigate risks, and navigate the complexities of past tax blunders. This episode is a must-listen for any tax professional looking to protect their practice.
Robyn and Paul cover:
- Taking on a new client
- Practical examples of common risks
- What should a practitioner do if they find an error?
Host: Robyn Jacobson, CTA
Guest: Paul Banister, CTA, Grant Thornton Australia
For more information about The Tax Institute: https://www.taxinstitute.com.au/
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