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Tax Ethics for the Practicing Attorney

Tax Ethics for the Practicing Attorney
Wednesday, September 18, 2024 | 12:00 pm – 2:00 pm
Format: WEBINAR
 
Description:
The program will discuss the ethical issues facing an attorney during tax representation. Attorneys must be aware of, and be able to balance, the conflicting demands of vigorously representing a client and following IRS and state bar ethical rules. Attendees will learn (1) How much disclosure taxpayers must make to the IRS; (2) When an attorney must independently investigate and verify information provided by a client; (3) When an attorney must decline representation or withdraw from an ongoing representation; and (4) An attorney’s duty to assess the strength of the client’s position. 
 

Click Here to View Program Agenda & Faculty


CLE Credit:
New York: 2.0 Ethics
New Jersey: 2.3 Professional Responsibility
California: 2.0 Professional Responsibility
Pennsylvania: 1.5 Professional Responsibility
Connecticut: Available to Licensed Attorneys


Program Fee:
Free for Members | $150 for Nonmembers


Program Chair:
Dean Surkin, Adjunct Professor (Full), Pace University Lubin School of Business, Graduate Division


Sponsoring Association Committees:
State & Local Taxation, Michael J. Hilkin, Chair
Professional Ethics, David George Keyko, Chair
Taxation of Business Entities | D. Ian Shane and Vanessa E. Tollis, Co-Chairs


Co-Sponsoring Committee:
Small Law Firm | Adam N. Weissman, Chair


Co-Sponsoring Organization:
Small Law Firm Center

Information about our Financial Aid Policy and Application can be found here. 


 


Where
Online Event

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