(Webcast) Ethics in Tax Practice: From Getting Clients in the Door Through Litigation – What You Need to Know

Tuesday, November 10, 2020 | 10:30 am – 12:30 pm

• 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 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.

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

  Doran Gittelman
  Hodgson Russ LLP

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

  Amy F. Nogid
  Mayer Brown

• 10:30 – 10:35 AM
  Introduction & Program Overview
  Anthony Lekas

  10:35 – 10:45 AM
  Sources of Ethical Rules for Tax Practitioners – An Overview
  Karen Griffin

  10:45 – 11:30 AM
  Panel Discussion – Part I
  

  • Getting the Client in the Door: What NOT to Do
  • Contingency Fees
  • Providing Tax Advice
    Panelists

  11:30 – 11:40 AM
  Break

  11:40 – 12:20 PM
  Panel Discussion – Part II

  • Tax Return Preparation
  • Audit Representation
  • Negotiating Settlements
  • Litigation
  • Handling Fee Issues with Clients
    Panelists

  12:20 – 12:30 PM
  Questions/Answer Session & Closing
  Panelists
  

• 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