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Ethical Considerations for Tax Pros: Recognizing Conflicts and Asking for Advice


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Cost Free
Presentation Length 1.0 hour

Recorded DateMay 12, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

In this webinar, attendees will review the duties of a tax professional in advising clients on tax return preparation and audits. Using real-life examples, we will identify potential conflicts and other problems that may arise in the course of a tax professional's representation, how to identify those conflicts and problems and recommended methods for addressing them. Among the topics covered will be a tax professional's duty of candor to the IRS and the potential for discipline and, in extreme circumstances, criminal prosecution for failure to comply with one's duties.  
Learning Objectives:

  • Sensitize tax professionals to their particular duties in connection with tax return preparation and audits

  • Provide cautionary tales to highlight the risks of failing to identify and address problems at an early stage

  • Arm tax professionals with the necessary tools to safely navigate conflicts and other problems that arise in the course of carrying out their duties

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Sharon L. McCarthy, a Fellow of the American College of Trial Lawyers, has extensive experience representing individuals and corporations in white-collar criminal matters as well as civil and criminal tax controversies. Her cases have included government investigations of tax fraud, mail and wire fraud, accounting fraud, failure to file tax returns, antitrust violations, securities fraud, bank fraud, attorney misconduct and much more. Ms. McCarthy also conducts sensitive internal investigations for corporate and institutional clients either facing potential criminal charges or whose officers or employees have engaged in misconduct. She has represented individuals who have been implicated, but not charged, in connection with recent major public corruption cases.

About Our Presenter

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Kostelanetz & Fink, LLP enjoys an unparalleled national reputation for representing clients in sensitive and high-stakes negotiations and controversies with government agencies, including tax audits and trials, regulatory investigations, white collar criminal defense and complex litigation. Our attorneys are dedicated to providing the finest legal services in all phases of representation, from factual development, through an audit or investigation, to trial or negotiated resolution. We also have an active practice providing tax planning advice, estate planning and representation in government procurement and government contracting.