Sponsor Week | CLE #1 brought to you
by Robert
Half
Please join us for a comprehensive discussion on standards
that lawyers must adhere to as tax practitioners. We will be covering the
major governing rules, such as Treasury Circular 230, the AICPA Statements on
Standards for Tax Services (SSTS), the Internal Revenue Code (IRC), the ABA
Model Rules of Conduct and common law. Also included will be case studies
illustrating dilemmas faced by tax practitioners. This course is ideal for
lawyers and tax practitioners.
By the end of the seminar, the participant
will be able to:
1. Know the expectations for tax practitioners in
serving clients, including the duty of confidentiality, competency and proper
administration of the tax law.
2. Understand the practitioner’s
obligations to disclose certain client information when representing them
against the IRS.
3. Know the sources that govern tax practice, such as
Treasury Circular 230, the SSTS, the IRC and common law.
4. Understand the common law
standards of reasonable behavior and when a tax practitioner may be subject to
negligence or other types of common law causes of
action.
Presenter:
Professor Allison McLeod,
University of North Texas
Allison M. (Yee) McLeod, LL.M., JD, CPA,
is currently a Senior Lecturer at the University of North Texas in Denton,
Texas. She received Bachelor of Business Administration and Juris
Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.)
degree specializing in Taxation from the Southern Methodist University School of
Law. Professor McLeod has also taught at the University of North Texas College
of Law
as adjunct faculty. She is currently serving on the
Professional Ethics Committee of the Texas Society of CPAs.
CLE Credits:
1.0 Ethics CLE Credits | Event Code: TBD
Cost:
MSBA/HCBA/RCBA Members: FREE
Non-Members: $45
Law Student: Free
Deadline to register: July 18, 2024
Remote Participation: This program is a webinar only. Remote instructions will be emailed to
you the day prior to the event.
Payments:
Please register online or over the phone by credit card whenever possible. If
you must pay by check, please use this registration
form. If you need assistance, please contact the program manager.
Cancellations: Need to cancel? Please see our cancellation
policy.
Accommodations:We are committed to creating an inclusive environment in which all
members can participate fully. If you need reasonable accommodations to
participate in this event, please notify the program manager with at least 72
hours notice prior to the meeting to allow sufficient time to make arrangements
for accommodations. Thank you.
Program Manager:
Jennifer
Carter
jcarter@mnbars.org