TAX2513. Representing Clients in Tax Controversy: When to Call Saul

At some point in their career, most tax practitioners will find themselves representing a client in some form of tax controversy. While non-lawyer tax professionals may represent clients all the way through the U.S. Tax Court, some cases require - or at least highly recommend - the involvement of an attorney. This session will explore the situations in which an attorney is necessary, or at least highly useful, to effective representation in tax controversy matters.

Learning Objectives:

• Distinguish the aspects of tax dispute resolution that may be performed by a non-attorney tax professional from those that require a lawyer.
• Understand when involving a lawyer may be necessary to protect your client's rights.