Employee Benefits Annual Meeting and Tax Ethics 2023 CLE

Event Description

Register By: June 26th

Employee benefits practitioners are often tax practitioners that operate in an environment that has unique characteristics from most other practice areas. The distinguishing factors include not only the technical aspects of the discipline, but also the way practitioners need to mind ethical standards. In addition to the ABA Model Rules and the ethics codes of the individual states, tax lawyers also answer to IRS Circular 230. They also must navigate the various penalties set forth in the Internal Revenue Code. These extra sources of ethical authority create even more interesting ethical conundrums than non-tax practices. In this seminar, Lisa Pugh will discuss the interaction of various laws and regulations which govern the professional conduct of tax practitioners.


Lisa Pugh | Lisa is a Partner at Faegre Drinker where she helps corporations and LLCs work through complex tax and corporate matters. She advises publica nd private corporations on mergers and acquisitions as well as in other related issues such as executive compensation. She has experience in the tax aspects of public stock and debt offerings, debt securities denominated in various foreign currencies, and debt security. 

CLE Credits:

1.0 Ethics CLE Credit | 488855


Employee Benefits Section Member: FREE
MSBA Member, not in the Section: $15
Non-Member: $45
Law Student & New Admittee: FREE

Registration Deadline:     June 26th, 2023

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments/Cancellations:  Please register online or over the phone by credit card whenever possible. If you must pay by check, please use this registration form . 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: Evelyn Roberts | eroberts@mnbars.org | 612-278-6325

Register for this Event

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Pre-Registration is Closed

Tuesday, June 27, 2023

11:45 AM to 1:00 PM

Minnesota State Bar Association
600 Nicollet Mall #380
Minneapolis, MN 55402

In Person: 34