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Ethics: Handling Controversies and Staying Out of Trouble


Rebroadcast Webinar NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here:
Cost Free
Presentation Length 2.0 hours

Recorded DateFebruary 5, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

Tax practice can be categorized into three different stages: tax planning, tax return preparation, and audit/trial representation. Each stage has its own ethical considerations. What differentiates legitimate tax planning from tax evasion? How sure do you have to be before you can tell a client it is okay to take a position on a return? Do you have to audit a client’s records, or can you rely on what the client says? After the return has been filed, how do you handle an audit when you know the client’s tax return is wrong? What do you do if the information you submitted to the IRS is not accurate? This webinar will use real-life examples and provide tips for tax professionals who want to stay out of trouble.

Learning Objectives:

  • Recognize how ethical standards apply to everyday tax practice

  • Identify sources of ethical standards and rules that you may not have known about

  • Determine standards for advising taxpayers about positions on tax returns

  • Differentiate when you can rely on what your client tells you and when you must ask more questions

  • Recall sticky issues that can arise during audits and other controversies

  • Define what can turn a civil tax issue into a criminal tax prosecution

Rebroadcast Webinar - attendees will have the opportunity to submit questions during the presentation.

California MCLE credit is available for this event through Golden Gate University. It is your responsibility to check your state Bar requirements to see if this also qualifies for MCLE credit in another state. Please email to receive a Certificate of Attendance for MCLE.
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For more than thirty years, Bryan C. Skarlatos has represented individuals and corporations in sensitive matters, many of which involve negotiation or litigation with government agencies. He has significant experience in federal and state tax audits, appeals and litigation, criminal tax investigations, and white-collar criminal prosecutions. Mr. Skarlatos also has an active practice providing tax and estate planning advice.

About Our Sponsor

Golden Gate University is a private, non-profit university in San Francisco, California. Founded in 1901, GGU specializes in educating professionals through its schools of law, business, taxation, and accounting.