Ethics in Tax Practice: From Getting Clients in the Door Through Litigation — What You Need to Know

Wednesday, May 13, 2020 | 6:00 pm – 8:00 pm

Program Chair:

Anthony Lekas
SALT Senior Associate, KPMG LLP

Description
Faculty
Agenda
CLE Credit
Sponsors

Few issues can be as perplexing or hazardous to one’s reputation and career as those involving ethics. This panel discussion will discuss the sources of ethical rules applicable to tax practitioners, and will consider some of the challenges and ethical issues that tax practitioners regularly face regarding attorney advertising, use of contingency fees, providing advice in an uncertain legal environment, tax return preparation, settlements, litigation and fee disputes with clients. Panelists from government, law firms and CPA firms will offer practical perspectives as they consider ethical dilemmas common to tax practices. Any tax practitioner that ignores the warnings and insights that will be provided by this program’s presenters does so at his or her own risk.

Program Fee: $199 for Members | $299 for Nonmembers

Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.
Amy F. Nogid
Mayer Brown

Karen Griffin
Senior Counsel
NYC Law Department, Office of the Corporation Counsel

Matthew E. Foreman
Law Offices of Matthew E. Foreman, P.C

Doran J. Gittelman
Hodgson Russ LLP
6:00 pm – 6:05 pm
Introduction & Program Overview
Anthony Lekas

6:05 pm – 6:15 pm
Sources of Ethical Rules for Tax Practitioners – An Overview
Karen Griffin

6:15 pm – 7:00 pm
Panel Discussion – Part I
- Getting the Client in the Door: What NOT to Do
- Contingency Fees
- Providing Tax Advice
Panelists

7:00 pm – 7:10 pm
Break

7:10 pm – 7:50 pm
Panel Discussion – Part II
- Tax Return Preparation
- Audit Representation
- Negotiating Settlements
- Litigation
- Handling Fee Issues with Clients
Panelists

7:50 pm – 8:00 pm
Questions/Answer Session & Closing
Panelists
CLE Credit
New York: 2.0 Ethics
New Jersey: 2.2 Professional Responsibility
California: 2.0 Professional Responsibility
Pennsylvania: 1.5 Professional Responsibility
Connecticut: Available to Licensed Attorneys
Sponsoring Association Committee:
State & Local Taxation, Amy F. Nogid, Chair

Sponsorship Opportunities are Available! Please Contact:
Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org

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