Gain a better understanding of the confidentiality privileges that apply to communication between CPAs and their clients.
Communications between clients and lawyers have received significant protections. Communications between clients and CPAs may also be kept confidential, however, the nature of the relationship between the CPA and clients means that many of the communications will not remain confidential and, therefore, will not be privileged. Learn about the potential privileges that may apply to communications between CPAs and their clients. Review those areas in which the CPA will not be able to maintain the client's confidentiality.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Privileges in Tax Practice
- Attorney-Client Privilege
- IRC Section 7525 Privilege
- Work Product Doctrine
- Fifth Amendment
- Settlement Communications
Attorney-Client Privilege
- Elements
- Waiver
- Kovel Arrangements
- International Standards
Internal Revenue Code Section 7525 Privilege
- Elements
- Exceptions
Work Product Doctrine
- Standards
- Waiver
Fifth Amendment
Settlement Communications
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 27, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Stephen J. Turanchik
Paul Hastings LLP
- Attorney in tax litigation and controversy practice of Paul Hastings LLP
- Practice emphasizes all aspects of tax controversy and litigation and federal, state and local levels
- Regularly conducts seminars and live presentations on the taxation of cryptocurrency, tax consequences of settlements and privilege issues for attorneys and CPAs
- Adjunct professor at Loyola Law School where he teaches the income taxation of property transactions
- LL.M. degree in taxation, NYU School of Law; J.D. degree, Fordham University School of Law; B.A. degree in economics, College of the Holy Cross
- Can be contacted at 213-683-6187 or [email protected]
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
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