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Megan L. Brackney Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

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Megan L. Brackney Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

November 18, 2022 @ 1:15 pm - 2:15 pm CST

Megan L. Brackney participates in a panel titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” on November 18, 2022 at the Practicing Law Institute’s Tax Strategies 2022 program.

Panel Description: Panelists discuss ethical rules related to advising clients on corporate transactions, including tax motivated transactions, and the pitfalls encountered by the advisor at every stage – from the planning of the transaction, to providing tax opinions and recommending return positions, to dealing with the IRS in audit. Additionally, panelists describe the ethical rules and standards derived from the Internal Revenue Code, Circular 230, the AICPA Statements on Standards for Tax Services, and the ABA Model Rules of Professional Conduct.

Panelists:

Click here for more information and to register.