Rules of Ethics Applicable to Tax Practice: Whose Money Is It?
About this Event
A client who owes the IRS $286,000 wants to hire you. His wife offers to pay. He has cash. He would rather put it on a card. Whose money is it, and can you take it?
The Taxpayers Assistance Corporation and Tax Practice Pro present a three-hour ethics class for attorneys, CPAs, enrolled agents, and candidates preparing for the U.S. Tax Court admission examination. Topics: fees paid by family members and other third parties; cash and Form 8300; barter, credit cards and fee financing; federal tax liens and levies on trust accounts; interpleader; bankruptcy and criminal cases; fee agreements; and withdrawing from a Tax Court case for nonpayment.
Speakers: Frank Agostino, Shan Kadkoy and Billy Min of Kostelanetz LLP, and Michael Wallace, EA.
Credit: 3 NY and NJ CLE (ethics and professional responsibility); 3 IRS CE (Program No. 7Q3WU-T-00876-26). CPAs: NASBA CPE through Tax Practice Pro (Sponsor ID 137387). Free.
To receive CLE, CE or CPE credit, and to attend online, register through Tax Practice Pro on BigMarker: https://www.bigmarker.com/tax-practice-pro-inc1/the-rules-of-ethics-applicable-to-tax-practice-9ba55d9ee3f9
Read the companion TAC Journal article, "Whose Money Is It? Can a Tax Representative Be Paid by a Client Who Owes the Government?": https://drive.google.com/file/d/17wV6kw4fozhgrLvrTehgEjffN3tmoBeq/view
In person: Bergen Community College, Philip Ciarco Jr. Learning Center, 355 Main Street, Room 102/103, Hackensack, NJ 07601. We encourage everyone who attends to volunteer at a Low Income Taxpayer Clinic, an ABA-sponsored Tax Court calendar call, or TAC's tax controversy outreach. Pro Bono = Tax Justice.
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Event Location & Nearby Stays:
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