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Ethics eggshell klasing

ETHICS: PROTECTING YOURSELF & YOUR CLIENTS IN AN EGGSHELL AUDIT

NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements
Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 20, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

Many tax practitioners, as a source of revenue, routinely represent their clients in civil audits but fail to recognize (or simply ignore) when they are creating a risk of criminal prosecution for their clients – and themselves! This creates legal and ethical issues for the practitioner, as well as inherent conflicts of interest in protecting a client’s interests and the practitioner’s professional reputation.

This webinar will provide effective strategies to recognize and help mitigate the inherent risks for the practitioner and their clients when faced with an eggshell audit, where willful intent may result in 3 to 5 years in jail.

You will learn to recognize the telltale signs of an eggshell and reverse eggshell audit where a client may have committed income tax evasion without the tax practitioner's knowledge or participation. Understand how a practitioner’s action in these cases can lead to the danger of committing tax perjury or obstruction. The session will cover when it is appropriate to refer a client's representation over to competent criminal tax counsel.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Klasing believes that the rapid growth of his Irvine tax law offices from its inception to date is for the most part attributable to the excellent service they provide and the excellent results that are consistently achieved for clients.  Top shelf client service combined with achieving the best results possible in every client scenario combined with reasonable billing practices and ethical and honest business practices is who they are and what they believe in.

About Our Presenter

Klasing logo
David Klasing believes that the rapid growth of the tax law offices from its inception to date is for the most part attributable to the excellent service they provide and the excellent results that are consistently achieved for clients.  Top shelf client service combined with achieving the best results possible in every client scenario combined with reasonable billing practices and ethical and honest business practices is who they are and what they believe in.