Sponsor Week | Tax Practice Standards for Lawyers

Event Description


Sponsor Week | CLE #1 brought to you by Robert Half

Please join us for a comprehensive discussion on standards that lawyers must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC), the ABA Model Rules of Conduct and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for lawyers and tax practitioners.

By the end of the seminar, the participant will be able to:
1. Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
2. Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
3. Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
4. Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.


Professor Allison McLeod, University of North Texas
Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

CLE Credits:

1.0 Ethics CLE Credits | Event Code: 510527


Non-Members: $45 
Law Student: Free

Deadline to register: July 18, 2024

Remote Participation: This program is a webinar only. Remote instructions will be emailed to you the day prior to the event.

Payments:  Please register online or over the phone by credit card whenever possible. If you must pay by check, please use this registration form. If you need assistance, please contact the program manager.

Cancellations: Need to cancel? Please see our cancellation policy.

Accommodations:We are committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager with at least 72 hours notice prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Jennifer Carter

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Pre-Registration is Closed

Monday, July 22, 2024

8:30 AM to 9:30 AM

Live Webinar - Zoom