On November 16, 2021, Bryan C. Skarlatos chairs a panel entitled “Crossing the Line: Real Life Ethical Issues in Tax Practice” at the NYU Institute on Federal Taxation.

Description: Tax practice can be split into three different categories: tax planning, tax return preparation and audit/trial representation.  Each stage has its own ethical considerations.  Before you file a tax return, how sure do you have to be before you can tell a client it is okay to take a deduction or characterize income as capital gain?  Do you have to audit a client’s records or can you just rely on what the client says?  After the return has been filed, how do you handle an audit when you know the client’s tax return is wrong?  What do you do if the information you submitted to the IRS is not accurate?  This panel of expert practitioners will address these and other thorny ethical issues that arise in everyday tax practice through the use of hypothetical examples.  This program is essential for tax professionals who want stay on the right side of the line.

Chair:

• Bryan C. Skarlatos, Partner, Kostelanetz & Fink

Speakers:

• Miriam L. Fisher, Latham & Watkins, LLP
• Sharyn Fisk, Director, Internal Revenue Service, Office of Professional Responsibility

Click here for more information and to register.