eCourse
Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients
Contains material from Sep 2024
Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients
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Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients (Sep 2024)
Sharyn Fisk
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Session 1 —59 mins
Privileged Communications: Ethical Challenges and Best Practices for Tax Practitioners with Organizational Clients (Sep 2024)
The question of whether and how the rules under Circular 230, which governs federal tax practice before the IRS, apply to in-house counsel is often raised. Join the Office of Professional Responsibility (OPR), the IRS responsibility for oversight of practitioner, to learn about how in-house counsel may come within OPR’s jurisdiction, OPR's role, mission, and procedures, pertinent Circular 230 provisions applicable to in-house counsel and other practitioners, and OPR’s investigative and disciplinary processes. Also touch on procedures that should be put in place to ensure compliance with Circular 230 and other best practices.
Originally presented: Sep 2024 First Friday Ethics (September 2024)
Sharyn Fisk,
Internal Revenue Service - Washington, DC