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Who’s Your Client?
Contains material from Jan 2025
Who’s Your Client?
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Identifying your client seems like a simple issue, but it is frequently complicated, particularly with organizational clients such as partnerships, LLCs, corporations or trusts, or even simply joint return filers. The client’s identity in turn bears on all sorts of ethical and practical issues, including conflicts, where your duties lie, how to advise organizational clients, protect client confidences and privileges, handle communications with others and common interest agreements, etc.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00 | 1.00 ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 2/28/2026
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1.
Who’s Your Client? (Jan 2025)
Christopher S. Rizek
1.00
1.00
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1.00 | 1.00 ethics
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Session 1 —60 mins 1.00 | 1.00 ethics
Who’s Your Client? (Jan 2025)
Identifying your client seems like a simple issue, but it is frequently complicated, particularly with organizational clients such as partnerships, LLCs, corporations or trusts, or even simply joint return filers. The client’s identity in turn bears on all sorts of ethical and practical issues, including conflicts, where your duties lie, how to advise organizational clients, protect client confidences and privileges, handle communications with others and common interest agreements, etc.
Originally presented: Dec 2024 Taxation Conference: Day 1 - Focus on Business Planning
Christopher S. Rizek,
Holland & Knight - Washington, DC