Avoiding Ethical Violations Representing Taxpayers Before the IRS

February 05, 2025
01:00 PM ET | 12:00 PM CT
60 Mins
Adam Fayne
$199.00
$299.00
$299.00
$349.00
$299.00
$199.00
$299.00
$299.00
$199.00
$199.00
$299.00
$199.00

This webinar will discuss the ethical considerations we all must consider when representing taxpayers before the Internal Revenue Service.  We will discuss how to handle conflicts of interest, how to navigate an audit if you suspect your client is being less than truthful, obligations of due diligence when preparing your client’s tax return, what to do if you discover your client misrepresented something to you when preparing his or her tax return, or representing the client in an audit or collection proceedings, and many more “sticky” situations. 

Webinar Objectives

This session will provide insight and tools to be able to best represent your clients and uphold your ethical obligations under Circular 230 and related laws

Webinar Highlights
  • Circular 230 Ethical Considerations
  • How to handle a dishonest client during an audit
  • How to handles a dishonest client during a collection proceeding
  • Your duty of due diligence when preparing tax returns
  • What to do if you learn your client lied to you and you already prepared and filed his or her tax return
  • IRS Enforcement of ethical violations
Who Should Attend

Accountants, tax preparers, CFOs, financial compliance professionals, and lawyers

Adam Fayne

Adam Fayne

Adam is a tax attorney who helps businesses and individuals with tax controversies before the Internal Revenue Service (IRS) and tax planning both domestically and internationally. He also handles a variety of white collar criminal matters, both federal and state, particularly involving civil and criminal tax fraud, including tax evasion, money laundering and offshore tax compliance. Adam's knowledge of tax law is informed by his former role as a Special Assistant U.S. Attorney with the Department of Treasury's IRS.

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