Back to Basics on the Ethics of Federal Tax Practice: Best Practices 101
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This “Back to Basics” panel is intended as a refresher course in ethical issues that frequently arise in tax practices. There are various authorities that provide guidance and determine standards for tax practice, including the Internal Revenue Code and regulations promulgated thereunder and Circular 230, as well as judicial opinions, state bar rules, and the ABA’s ethics opinions and (to the extent adopted by the applicable state) the ABA’s Model Rules of Professional Conduct. Although the various rules and standards provide ready resolution to many ethics questions that commonly occur, ultimately there will be many issues that can only be resolved through exercise of sound professional judgment and the consideration of the full context, including the various moral, economic, social and other concerns that may be relevant to the client’s situation. This panel will discuss best practices in connection with representing clients. The panel will review the rules and aspirational guidance through a series of hypotheticals setting forth potentially problematic scenarios arising in engagements. Topics covered include due diligence, competence, best practices to ensure compliance, conflicts of interest, duty of candor, duty of confidentiality and preservation of information, written tax advice and fees.
Linda M. Beale, Wayne State University Law School, Detroit, MI
Ellis L. Reemer, DLA Piper, New York, NY
Matthew S. Cooper, EY, Washington, DC
Ian M. Comisky, Blank Rome LLP, Philadelphia, PA
Cory Stigile, Hochman Salkin Rettig Toscher & Perez PC, Beverly Hills, CA
PLEASE NOTE: To receive CLE credit you must be logged into the webinar interface for the ENTIRE program (including the Q&A). Partial credit is not available for this program. Please see the CLE Informaton page for more details.
$125 Section of Taxation Members
$150 All other ABA Members
$125 Young Lawyers
$125 Government / Academic / Non-Profit
$195 All other registrants
FREE Full-time J.D., LL.M., or M.T. Candidates (No CLE Credit/Webcast Only)
*Fee includes an mp3 audio recording that is available within one week following the program date.
Discounts Available for Group Registrations: Please e-mail Thomas Blandi (email@example.com) for more information.