Tax Practice Standards for Lawyers

Please join us for a comprehensive discussion on standards that lawyers must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC), the ABA Model Rules of Conduct and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for lawyers and tax practitioners. 

By the end of the seminar, the participant will be able to: 

1. Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law. 

2. Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS. 

3. Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law. 

4. Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence, or other types of common law causes of action.