Start With A Tight NDA

As many of you know who follow this blog I also currently serve in a voluntary capacity as the President of the Colorado Society of Enrolled Agents, a state affiliate chapter of the National Association of Enrolled Agents. In this capacity I have been blessed with the opportunity to connect with many different tax practitioners all over this amazing planet of ours and have grown to be quite intrigued by the professional life cycles of people motivated by this kind of work.

One particular person looking to sell her most valuable book of business asked whether she should go through the exercise of getting each existing client to sign an intent to Read More