Tax law is complicated, and the answers are not always clear. Join Bryan Skarlatos for this presentation on ethical questions faced by most tax practices. This session will address questions such as:

• How sure you have to be before you tell a client it is okay to take a position on a tax return, such as deducting an expense or deferring income?


• Do you have to audit a client’s records or can you just rely on what the client says?


• What is the difference between ordinary tax advice and criminal tax evasion?


• How do you protect your client and yourself from civil and criminal penalties? 

Learning Objectives:

• Identify ways to provide your clients with the best advice possible


• Identify ways to avoid penalties and comply with your ethical obligations