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TaxVibe

We love the vibe of tax and here at The Tax Institute, we do tax differently. We chat with some of the tax profession's great thought leaders each episode, who share valuable and practical insights you may not hear every day.

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TaxVibe

Spotting client risk before it bites

February 21, 2025 • The Tax Institute • Episode 45

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/