Data Security, Client Confidences and Ethics Rules Applicable to the Protection of Client Information
1 PM GMT
Tax practitioners hold the keys - literally and figuratively - to some of their clients' most sensitive personal and financial information. Protecting this information has always been of paramount concern for practitioners and for the IRS, something that was perhaps less of a challenge a generation ago when a lock and key generally sufficed to keep paper files secure. While issues surrounding the modern challenge of data security have been discussed extensively, that discussion has focused largely on identity theft and related concerns. This panel will provide legal and regulatory context for the issue of data security and then discuss it from an ethics perspective: What do the ethics rules, including ABA Model Rule 1.6, require of practitioners in the area of data security and what are the consequences of violating those rules.
Walter J. Pagano, EisnerAmper LLP, New York, NY
Anita C. Soucy, Deloitte Tax LLP, Washington, DC
Fred F. Murray, Grant Thornton LLP, Washington, DC
PLEASE NOTE: To receive CLE credit, each individual attendee 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.
$75 for Section of Taxation Members
$150 ABA Member*
$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)
*ABA Member registrants will become Tax Section members for 2015-16.
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 (firstname.lastname@example.org) for more information.
Law Student registrants, who are current nonmembers, will also receive complimentary membership to the ABA and the Section of Taxation.