On June 3, 2022, Megan L. Brackney participates in a panel entitled, “Ethics in 2022: Privilege on Trial, Practice on the Move” for the 50th Annual Conference of the USA Branch of the International Fiscal Association.

Event Description: The 50th Annual Conference of the USA Branch of the International Fiscal Association includes two full days, Thursday, June 2 and Friday, June 3, of substantive sessions on international tax topics, featuring prominent speakers from private practice, industry, and government. At the conclusion of this program, participants will be able to:

• Discuss the technical aspects of recent changes in US tax rules in various specialty areas. Examples are BEAT, the FTC and GILTI.
• Discuss what is coming from the OECD, Congress, and other countries. Focus will be on Pillars I and II.
• Engage in effective tax planning for client and employers, especially re. cryptocurrency, dispute resolution, IRS guidance, and reliance on tax treaties.

Panel Description: The “Ethics in 2022: Privilege on Trial, Practice on the Move” panel will discuss two core ethics issues that demand a fresh look in 2022: the availability of attorney-client privilege protection and the significance of practice limitations. The 9th Circuit rejected assertions of privilege by an international tax law firm regarding attorney-client communications involving legal and nonlegal advice. What could the court’s ruling, which is now on appeal to the Supreme Court, mean for attorney-client relations? Are other protections available? How can lawyers best protect their clients going forward – and what additional concerns arise cross-border? Also new in 2022 is the permanency of long-term hybrid and remote work. What initially emerged as a temporary pandemic response has become a workplace commitment in many firms. Now these firms need to take a careful look at practice of law limitations, in the US and beyond.

Moderator:

• Diane Ring, Boston College

Panelists

• Megan L. Brackney, Esq., Kostelanetz & Fink, LLP;
• Amanda Leon, Caplin & Drysdale

CPE credit may be offered for this event.

Click here for more information and to register.