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Protecting Your Nonprofit Client: Opinions, Privilege, and Return Positions

Contains material from Apr 2024

Protecting Your Nonprofit Client: Opinions, Privilege, and Return Positions
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A practical overview of the legal requirements of tax opinions, the attorney-client privilege in tax situations, and the various types of tax advice on return positions. Discuss the myriad of penalties on organizations and tax return preparers. Hear real-world examples of problems that non-profit organizations face and best practices to solve those problems.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 | 1.00 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2025

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1. Protecting Your Nonprofit Client: Opinions, Privilege, and Return Positions (Apr 2024)

David Gair

1.00 1.00 0.00 1.00 | 1.00 ethics
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(mp4)
58 mins
(mp3)
58 mins
(pdf)
14 pgs
Session 1 —58 mins
1.00 | 1.00 ethics
Protecting Your Nonprofit Client: Opinions, Privilege, and Return Positions (Apr 2024)

A practical overview of the legal requirements of tax opinions, the attorney-client privilege in tax situations, and the various types of tax advice on return positions. Discuss the myriad of penalties on organizations and tax return preparers. Hear real-world examples of problems that non-profit organizations face and best practices to solve those problems.

Originally presented: Feb 2024 Nonprofit Organizations Institute

David Gair, Locke Lord LLP - Dallas, TX