Christopher Rizek Addresses Ethical Issues at ABA May Tax Meeting

05.13.2022 | 1:25PM
Location: Hybrid, Marriott Marquis Washington, DC

This program will explore ethical issues and best practices for drafting and reviewing formal tax opinion letters, which are provided to clients by law and accounting firms. Panelists will discuss a variety of considerations that are relevant in the context of tax opinions, including levels of assurance, ethical considerations, Circular 230, and the Code’s preparer penalty provisions. The program will discuss the results of a recent informal survey on tax opinion policies and procedures that was conducted by ACTC.

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