CPA-Client Privilege: Confidentiality and Limitations (OnDemand Webinar)

$219.00

SKU: 404980EAU

Description

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.

Date: 2019-02-27 Start Time: End Time:

Learning Objectives

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

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Stephen J. Turanchik-Paul Hastings LLP