Caroline D. Ciraolo will present “When to Call a Lawyer Before you Need a Lawyer: Privilege, Practice and Procedure” at the 2023 AICPA & CIMA National Tax & Sophisticated Tax Conference on November 13th, 2023. The conference will be held both in-person and virtually. The events are hosted at the Omni Shoreham Hotel in Washington, DC.

Event Description:

In representing clients in tax matters, it is critical that accountants and other tax professionals know what privileges may apply, when those privileges apply, who holds the privilege, how and when a privilege is invoked, the ramifications of invoking privilege, exceptions to a privilege, and the facts and circumstances that may waive a privilege. Because certain privileges are reserved to communications with or services rendered by lawyers, other tax professionals need to know when a client should be referred to counsel. This presentation will address these issues and provide practical, real-world examples and best practices.

CPE Credits are available for this event.

Registration for onsite and online attendance remains open. Please visit here for registration details. Please visit the program guide for more information.