Episode 108: Ethical Issues in Taxes

Unfortunately, we cannot avoid ethical issues by choosing to do tax controversy cases.  I wanted to share with you some specific issues for taxes that I learned about at an American Bar Association Section of Tax Meeting.  Forms to think about include informed consent for married taxpayers (if they divorce or have a different conflict of interest) and limited scope representation.  I also bring up some issues regarding the duty of confidentiality and clients with special circumstances like diminished capacity, death or other unavailability.