eCourse art

eCourse

Ethical Issues for Tax Practitioners in Privileged Communications

Contains material from Feb 2025
Ethical Issues for Tax Practitioners in Privileged Communications
4 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

All good!

Technical Questions?
512.475.6700
service@utcle.org



A practical overview of the ethical issues for tax practitioners related to providing tax advice and being a tax return preparer and consequences for privileged communications. Discuss several case studies for real-world examples of problems that non-profit organizations face and best practices to solve those problems.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.00 | 1.00 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 2/28/2026

Preview mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions
Credit

Show session details

1. Ethical Issues for Tax Practitioners in Privileged Communications (Feb 2025)

David Gair

1.00 1.00 0.00 1.00 | 1.00 ethics
Preview Materials

Download session materials for offline use

(mp3)
58 mins
Slides
(pdf)
24 pgs
Session 1 —58 mins 1.00 | 1.00 ethics
Ethical Issues for Tax Practitioners in Privileged Communications (Feb 2025)

A practical overview of the ethical issues for tax practitioners related to providing tax advice and being a tax return preparer and consequences for privileged communications. Discuss several case studies for real-world examples of problems that non-profit organizations face and best practices to solve those problems.

Originally presented: Jan 2025 Nonprofit Organizations Institute

David Gair, Troutman Pepper Locke - Dallas, TX