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OnDemand Course

CPA-Client Privilege: Confidentiality and Limitations

Gain a better understanding of the confidentiality privileges that apply to communication between CPAs and their clients.

Communications between clients and lawyers have received significant protections. Communications between clients and CPAs may also be kept confidential, however, the nature of the relationship between the CPA and clients means that many of the communications will not remain confidential and, therefore, will not be privileged. Learn about the potential privileges that may apply to communications between CPAs and their clients. Review those areas in which the CPA will not be able to maintain the client's confidentiality.

Runtime: 90 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Privileges in Tax Practice

  • Attorney-Client Privilege
  • IRC Section 7525 Privilege
  • Work Product Doctrine
  • Fifth Amendment
  • Settlement Communications

Attorney-Client Privilege

  • Elements
  • Waiver
  • Kovel Arrangements
  • International Standards

Internal Revenue Code Section 7525 Privilege

  • Elements
  • Exceptions

Work Product Doctrine

  • Standards
  • Waiver

Fifth Amendment

Settlement Communications

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on February 27, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Stephen J. Turanchik

Stephen J. Turanchik

Paul Hastings LLP

  • Attorney in tax litigation and controversy practice of Paul Hastings LLP
  • Practice emphasizes all aspects of tax controversy and litigation and federal, state and local levels
  • Regularly conducts seminars and live presentations on the taxation of cryptocurrency, tax consequences of settlements and privilege issues for attorneys and CPAs
  • Adjunct professor at Loyola Law School where he teaches the income taxation of property transactions
  • LL.M. degree in taxation, NYU School of Law; J.D. degree, Fordham University School of Law; B.A. degree in economics, College of the Holy Cross
  • Can be contacted at 213-683-6187 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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
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  • Executive Reports
  • White Papers and Articles
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  • State Specific Credit Tracker
  • Members Only Newsletter
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* For audio recordings you only pay shipping

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

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Product ID: 404980
Published 2019
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Available in Multiple Formats

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