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eSupplement to the 66th Annual Taxation Conference

Contains material from Apr 2015 to Dec 2017

eSupplement to the 66th Annual Taxation Conference
4.64 out of 5 stars
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Excellent presentation. The dialogue prevented talking heads of lectures and made the presentation more interesting. The examples are the best way to make abstract ethics rules come alive. The capabilities of both speakers made their discussion most interesting and authoritative.

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Session 1: Avoiding Potential Discipline Situations - Examine the application of Circular 230 and various state ethics rules to common situations encountered by tax professionals in planning, audits and compliance. In connection with each situation, hear ways practitioners can avoid or remedy problems that may arise so that practitioners can stay out of disciplinary trouble.

Session 2: Protecting, Overcoming and Distinguishing the Work Product Privilege in Texas - Examine the work product privilege under state and federal law, including differences in application and important considerations for practitioners when working with experts, consultants and other third parties.

Includes: Audio Paper Slides


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1. Avoiding Potential Discipline Situations (Dec 2017)

Linda Galler, Christopher S. Rizek

1.00 1.00 0.00
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(mp3)
58 mins
(pdf)
19 pgs
Session 1 —58 mins
Avoiding Potential Discipline Situations (Dec 2017)

Examine the application of Circular 230 and various state ethics rules to common situations encountered by tax professionals in planning, audits and compliance. In connection with each situation, hear ways practitioners can avoid or remedy problems that may arise so that practitioners can stay out of disciplinary trouble. 

Originally presented: Nov 2017 Oil and Gas Tax Conference

Linda Galler, Maurice A. Deane School of Law at Hofstra University - Hempstead, NY
Christopher S. Rizek, Caplin & Drysdale, Chartered - Washington, DC

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2. Protecting, Overcoming and Distinguishing the Work Product Privilege in Texas (Apr 2015)

John F. Sullivan III

0.50 0.50 0.00
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(mp3)
29 mins
(pdf)
26 pgs
(pdf)
21 pgs
Session 2 —29 mins
Protecting, Overcoming and Distinguishing the Work Product Privilege in Texas (Apr 2015)

Examine the work product privilege under state and federal law, including differences in application and important considerations for practitioners when working with experts, consultants and other third parties.

Originally presented: Mar 2015 The Land Use Conference

John F. Sullivan III, K&L Gates LLP - Houston, TX