1. Assessment/open questions
Compliance red flags
Красные флаги: promises, legal/tax/immigration advice, state availability, sensitive data.
Learning objectives
- Распознавать high-risk statements
- Маршрутизировать к CPA/attorney/compliance
Practice questions
- Как ответить на tax write-off question?
- Когда нужно отправить к attorney?
What not to say
- This is legal advice
- Your tax benefit will be...
- Immigration status will not matter