Slide Deck

49 Slides available anytime
  • 49 Slides

Ethical Challenges for Today's Practitioner

 

Gain valuable insights on maintaining professional competence amidst technological advancements and global shifts.

Just when you thought you had mastered the basic rules of ethics that apply to tax professionals, the world was turned on its head with a global pandemic and the rise of new technology. Once thought of as an easy A in college or law school, our increasingly complex work environment has presented more ethical challenges than ever before. Competence no longer means just understanding the tax code; privilege might be breached by toddlers; and the standard definitions of what it means to practice in a jurisdiction have been stretched farther than we imagined possible. Come learn what Amazon's Alexa, the metaverse and global nomads have to do with ethics in this highly practical session discussing the ethical issues that arise in our everyday practice as tax professionals and where to look for guidance when the "old" rules no longer seem to apply.

Agenda

Faculty

Melissa L. Wiley

Melissa L. Wiley

Lowenstein Sandler LLP

  • Partner, Lowenstein Sandler LLP
  • Experience representing clients in all levels of the IRS administrative process, as well as in tax litigation matters; served as subject matter expert on a variety of tax controversy topics as a member of a Big 4 national tax department; acted as internal counsel to a Big 4 accounting firm on matters related to the tax practice
  • Frequent speaker on topics related to IRS examinations, penalties, ethics, and return preparers
  • Regent, American College of Tax Counsel; vice-chair of Appointments to the Tax Court and Argret Fellowship committees, American Bar Association Section of Taxation; Chair, Tax Audits & Litigation Committee, D.C. Bar Tax Section; vice-chair of IRS Advocacy & Relations and National Tax Committees, AICPA
  • J.D. degree, Georgetown University Law Center; B.S. degree in actuarial science, The College of Insurance
  • Can be contacted at [email protected] or 202-862-3790

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.