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Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know

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Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know

October 27, 2023 @ 1:15 pm - 2:15 pm EDT

Megan L. Brackney will participate in a panel titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know” at the Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2023 New York Conference hosted by the Practising Law Institute on Oct. 25-27, 2023. The conference will be held both in-person and virtually.

Event Description: 

This panel will focus on the various judicial doctrines and ethical issues that arise in the corporate tax planning process. After completing this session, participants will be able to:

  • Identify the ethical rules related to advising clients on corporate transactions, including standards derived from the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional Conduct
  • Avoid the ethical pitfalls that arise when providing tax opinions and recommending return positions
  • Respond to the IRS in an audit

Panelists:

Megan Brackney, Partner, Kostelanetz & Fink, LLP, New York, NY

S. Starling Marshall, Partner, Crowell & Moring LLP, New York, NY

CLE Credit is available for this event.

Visit here for registration and event details.