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CPA's Guide to Effective Engagement Letters (9th Edition)

CPA's Guide to Effective Engagement Letters (9th Edition)

Author: Kyle H. Klein; Ric Rosario; Suzanne M. Holl
Publisher: CCH U.S.
ISBN: 9780808026389
Published In: August 2011
Format: Paperback , 1024 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Contents
Author

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CPA's Guide to Effective Engagement Letters: Implementing Successful Loss Prevention Practices provides the information needed to compose effective engagement letters. The book is a practical, hands-on tool that can sit on the auditor's desk for easy access.

The CPA's Guide is composed primarily of annotated parts of an engagement letter and full engagement letters that CPAs can tailor for his or her own purposes. The free CD-ROM that accompanies CPA's Guide to Effective Engagement Letters contains all the individual sections, the full text of all the letters in the book, and case studies illustrating the dos and don'ts of engagement letter use.

1. Audit Engagement Letters
2. Review Engagement Letters
3. Compilation Engagement Letters
4. Individual Tax Engagement Letters
5. Partnership Tax Preparation Engagement Letters
6. Corporate Tax Preparation Engagement Letters
7. Estate/Trust Tax Preparation Engagement Letters
8. IRS/State Tax Representation Engagement Letters
9. Other Tax Engagement Letters
10. Bookkeeping and Write-Up Engagement Letters
11. Personal/Business Management Engagement Letters
12. Prospective Financial Statements Engagement Letters
13. Business Valuation Engagement Letters
14. Management Consulting Services Engagement Letters
15. Computer Consulting Services Engagement Letters
16. Litigation Support Engagement Letters
17. Assurance Services Engagement Letters
18. Other Engagement Letters
19. Other Letters
20. Internal Controls
21. Record Retention
22. Disengaging

Dr. Kyle H. Klein is a principal in the National Tax Department of Ernst & Young LLP in Washington, D.C., specializing in the taxation of financial institutions and financial products. Prior to joining Ernst & Young LLP, she was Tax Accounting Fellow at the Federal Home Loan Bank Board (now the Office of Thrift Supervision) and worked in the San Francisco office of Deloitte, Haskins & Sells. Dr. Klein is a frequent speaker at industry conferences, is a member of the AICPA Financial Institutions Tax Committee, and writes the quarterly tax update for Bank Accounting and Finance. She is a graduate of Tulane University and received her M.B.A. and Ph.D. from the University of Arkansas.

Ric Rosario, CPA, CFE, is Vice President of Risk Management Services. With a background that includes public accounting, private industry experience, and service as a Certified Fraud Examiner, Mr. Rosario provides CPAs with practical insight on loss prevention techniques through CAMICO's advice hotline, firm visits and presentations, and the Speakers Bureau program. He is a frequent speaker and author on existing and emerging risk issues that face CPAs today. He has presented his solution-oriented approach, with helpful tools to minimize or avoid liability, at state and national conferences, as well as in articles published in leading accounting publications.

Mr. Rosario's public accounting background was with the regional firm of John F. Forbes & Co., in the audit division. He later joined a start-up real estate venture as controller and completed his tenure as chief financial officer. He is a part-time lecturer on accounting at Notre Dame de Namur University, Belmont, California. He earned his B.S. in accounting at Saint Mary's College, in Moraga, and attended a two-year MBA Program at Golden Gate University, in San Francisco.