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Ethical Issues in Practice Before the IRS

ETHICAL ISSUES IN PRACTICE BEFORE THE IRS

NOTE: All jurisdictions accept courses from registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements
Cost $12.50
Presentation Length 1.0 hour

Recorded DateJuly 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

This session will cover the provisions of Circular 230 and the AICPA Statements on Standards for Tax Services that apply when interacting with the IRS during audits, appeals, collection matters, and other circumstances. We will discuss the duty to provide information to the IRS and prolong the proceedings, diligence as to the accuracy of information presented to the IRS, and reliance on clients for information. We will also discuss the civil and criminal penalties that apply to practitioners who violate these standards.

Learning Objectives:


  • Recognize the ethical rules that apply when interacting with the IRS

  • Determine when it is reasonable to rely on clients for information that is being presented to the IRS

  • Recall potential penalties that apply to practitioners who run afoul of these rules

  • Present tips for dealing with clients on these issues and correcting any misstatements made to the IRS

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Megan L. Brackney concentrates her practice in the areas of civil and criminal tax controversies.  Ms. Brackney received her J.D. from the University of Kansas School of Law and her LL.M. in Taxation from New York University.  Ms. Brackney teaches Tax Procedure as an adjunct professor at New York University.  Ms. Brackney is a former Vice Chair of Committee Operations for the American Bar Association Section of Taxation, a member of the New York State Bar Association Tax Section’s Executive Committee, and a Fellow of the American College of Tax Counsel.  Ms. Brackney annually contributes to the two-volume ABA publication, Effectively Representing Your Client Before the IRS, and serves on the editorial board of the The Tax Lawyer.  Ms. Brackney has been recognized by New York Super Lawyers” and “Best Lawyers in America,” and Chambers USA has ranked Ms. Brackney as a leader in Tax Controversy.  

About Our Presenter

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Kostelanetz, 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.