Balancing Tax Planning, Advocacy and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know

Tax attorney Brad Seltzer will join a panel titled "Balancing Tax Planning, Advocacy and Professional Ethics: The Rules That Every Partnership Tax Advisor Should Know" at the Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings conference. His panel will focus on the various judicial doctrines and ethical issues that arise in the partnership tax planning process. After completing this session, participants will be able to:

• identify the ethical rules related to advising clients on transactions involving partnerships and other passthrough entities, including standards derived from the Internal Revenue Code, Circular 230, the American Institute of Certified Public Accountants (AICPA) Statements on Standards for Tax Services and the American Bar Association (ABA) Model Rules of Professional Conduct
• avoid the ethical pitfalls that arise when providing tax opinions and recommending return positions
• respond to the IRS in an audit