Tax practitioners are frequently asked by their clients to provide them with guidance and authority on difficult legal issues. This panel discusses the different techniques for providing clients with legal guidance when the law might not be clear.
The panel explores the pros and cons of seeking a private ruling, providing the client with legal memoranda or formal written opinions, as well as the legal import of informal advice and tax return disclosure to mitigate risk and exposure for the client and the tax professional. The panel also addresses the ethics of how your conclusions may be communicated to the client.
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109 E 42nd St
New York, NY 10017
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