December 2, 2013

For Tax Practitioners: Ethics, Professionalism and Substance Abuse

Tailored to meet the annual CLE requirements for the tax practitioner, a 2.5 CLE hour seminar is in place for December 11. Stephanie Krznarich, MSW (Ohio Lawyers Assistance Program) will open the program with a 0.5 hour regarding substance abuse.

Katherine R. Dodson, Terrence A. Grady, and Brian Harstine from Terrence A Grady & Associates will cover the ethics and professionalism components with topics such as avoiding conflicts and maintaining attorney/client privilege. Other material includes business arrangements, drafting tax opinions, client funds and property, multijurisdictional practice, tax preparer penalty regulations and the standards for advising clients on federal tax returns. For more information about this CLE Easy Pass eligible program, click here or give us a call at 614/221.4112.