Jul 24th, 2020
Unfortunately, we cannot avoid ethical issues by choosing to do tax controversy cases. I wanted to share with you some specific issues for taxes that I learned about at an American Bar Association Section of Tax Meeting. Forms to think about include informed consent for married taxpayers (if they divorce or have a different conflict of interest) and limited scope representation. I also bring up some issues regarding the duty of confidentiality and clients with special circumstances like diminished capacity, death or other unavailability.