Why CPAs Can't Provide Comfort Letters (Do THIS Instead) скачать в хорошем качестве

Why CPAs Can't Provide Comfort Letters (Do THIS Instead)

Mortgage lenders keep asking for “comfort letters” or income verification letters. But providing these can violate AICPA standards and put your CPA license at risk. In this video, I break down: Why CPAs are NOT allowed to issue comfort letters What you CAN do instead How to protect your practice while still helping your clients get their loans Don’t risk your career over a simple letter! Watch to learn the safe, professional way to handle these requests. AICPA Matrix - https://drive.google.com/file/d/1kliK... AICPA - More Info & Letter Templates - https://www.cpai.com/Education-Resour... Mentorship and Coaching: https://www.wootencpacoaching.com Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/off... Business Startup Checklist: https://www.wootencpacoaching.com/off... Coaching Resources Start Your Firm Workbook: https://www.wootencpacoaching.com/you... Group Coaching: https://www.wootencpacoaching.com/lar... Other Resources: https://www.wootencpacoaching.com/lib... Find me on LinkedIn   / brad-wooten-cpa-5a37029   ****************************** *Disclaimer: This video is for entertainment purposes only and is not financial, tax, or legal advice. All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.