Tax practitioners operate in an environment that is distinguishable from most other practice areas. In this course, attorney Peter Lennon discusses the interaction of various laws, regulations, and cases which govern the professional conduct of tax practitioners. Specific topics to be covered include the tax practitioner privilege under IRC Section 7525, potential criminal sanctions that tax attorneys must avoid, and the various regulations that tax return preparers must comply with. Plus, take a deep dive into an attorney's ethical obligations under IRS Circular 230 which governs practice before the IRS. Lastly, gain practical advice for handling the ethical considerations you're most likely to encounter.
Peter A. Lennon’s career has been devoted to cases involving complex financial issues for many years. In addition to being an Attorney at Law and a Professor of Economics, he is also a Certified Public Accountant with extensive Auditing and Taxation experience and has a Masters Degree in Finance. He works as a Lawyer, Forensic Investigator and Litigation Consultant for firms and regulators.
I loved this course. Professor makes both taxes and ethics very interesting and lively. Thanks
Great, informative course.
Useful information specific to tax.
thanks very much for a great program, the presenter was knowledgeable and had a very nice manner, very interesting
New topic to me. Loved the case studies.
Thanks!! Very helpful.
excellent on several personal and professional levels
timely presentation based on what is happerning in the news
Interesting and understandable. Thank you.