Tax Executives Institute: New England Chapter Meeting


Steven Dixon, Maria O'Toole Jones, and Lisandra Ortiz will present "Ethical Considerations in Tax Practice," to the Tax Executives Institute's (TEI's) New England Chapter on April 9, 2021.

This presentation will cover a wide range of topics related to the conduct of in-house tax personnel. These topics include the ethical rules that apply under Circular 230, the nature of the protections afforded under the attorney-client privilege and work-product doctrine, best practices for preserving those protections, and the obligations that arise before and during discovery in tax litigation.