Caroline Rule participated in a panel titled “How You Can And Cannot Use Information That You Learn When Preparing Returns, Including In Advertising Your Service Plus Other Ethical Issues” at the Zicklin Executive Taxation Series

The Executive Taxation Series is offered by the Zicklin School of Business in partnership with the Division of Continuing Professional and Professional Studies at Baruch College. 

The inaugural session of the 2017 series was led and moderated by the renowned Sidney Kess, Esq., CPA, JD, LLM and chair of the Executive Taxation Series.  The September 25th 2017 program featured the following sessions and speakers:

  • Taxes: Where We Are – Or Are Not – With the Trump Administration
    Guest Speaker: Blanche Christerson

  • Elder Care Planning: The CPA’s Crucial Role
    Guest Speaker: Elizabeth Forspan

  • Tax Planning for Unmarried Couples
    Guest Speaker: Elayne Karabatos

  • Partnership Tax Update
    Guest Speaker: Michael Meisler

  • IRA Update: The Latest and Greatest 
    Guest Speaker: Jerry Levine

  • Business Succession Planning for the Family-Owned Business
    Guest Speaker: Howard Klein

  • How You Can and Cannot Use Information That You Learn When Preparing Returns, Including in Advertising Your Services Plus Other Ethical Issues
    Guest Speaker: Caroline Rule