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When Tax Cases Go Criminal - What CPAs Need to Know About Client Privilege

5/11/2016 12:00pm2:00pm

California Society of CPAs SF Taxation Committee, EPFP Committee Panel Discussion:

When Tax Cases Go Criminal - What CPAs Need to Know About Client Privilege

Cost: $20/members; $30/nonmembers – Lunch is included

The program will explain the various types of privilege that may apply in an accountant-client relationship and what CPAs can do to protect their client confidences if they suspect that a client may face criminal liability for violation of the tax laws. This will include best practices for establishing a Kovel relationship.

  • Learn how to protect your client's confidences under applicable privilege laws.
  • Gain insight into how privilege disputes arise in criminal and civil litigation and how to respond.
  • Understand the various types of privilege available to tax practitioners and when they may apply.

11:45 a.m. - Registration opens
Noon - 1 p.m. - Presentation
1:00 - 2:00 p.m. - Networking