Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know
April 24
Andy Weiner will present on a panel entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” at the Practicing Law Institute’s (PLI) three-day Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances conference in Chicago on April 24, 2025.
Andy’s panel, co-run with Bradley Seltzer of Holland & Knight, will focus on practice standards and ethical standards that apply to practitioners during the partnership tax planning process. Attendees will learn the key provisions related to advising clients on partnership and pass-through transactions under Circular 230, AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional Conduct and how to navigate the ethical pitfalls that may arise when providing tax opinions and recommending return positions.
PLI’s Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances conference is a comprehensive three-day program designed for tax law and complex commercial litigation professionals of all skill levels. The first two days of the event are dedicated to the framework and intricacies of Subchapter K, with the third day devoted to specialized topics like ethics rules, specific industries, and international tax compliance tailored to practitioners focusing on partnership taxation. The conference will take place April 22-24, 2025, at 300 East Randolph Street, Suite 5000, near Millennium Park. Virtual attendance options are also available. You can learn more about the conference and register here.
About Andy
Andy focuses his practice on tax controversies, both civil and criminal, at all stages of the administrative and judicial process. A former U.S. Department of Justice attorney, he has argued approximately 50 tax cases in the U.S. courts of appeals. He is a Forbes contributing columnist on tax controversy and tax policy and a frequent writer and speaker on tax issues. He is also a fellow of the American College of Tax Counsel.
