Bryan C. Skarlatos will present "Ethical Issues For Tax Practitioners: Good Tax Planning, Aggressive Tax Advice, Or Criminal Tax Evasion" at the 49th Annual Sidney Kess New York Estate, Tax, and Financial Planning Conference

Is that payment a gift or compensation for services? Is the expenditure a deductible repair or a capital improvement? Is the income ordinary income or capital gain? How sure do you have to be before you advise a client on issues such as these? Can you rely on what the client tells you or do you have to audit the client’s information? When can you, as the practitioner, get caught up in the client’s wrongdoing?

Responsible tax practitioners must know how to approach these questions. This panel will provide an update on the ethical, civil penalty and criminal standards governing practitioners who give tax advice and how those standards apply in everyday practice.

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October 17, 2018 at 2:25pm - 3:15pm
UJA-Federation of NY Headquarters
130 E 59th St
New York, NY 10022
United States
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