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[ 2025 Training Event #11 ]

Tax Practitioner Privilege

Thursday, Nov 20th | 2:00-3:00pm Eastern

Enter your information below (exactly as the IRS has it) to register for this event. Include your PTIN number if you would like to receive continuing education credit with the IRS. CPAs & Attorneys do not need to enter a PTIN if they do not need IRS credit.

 

Course Description

Think your communications with clients are protected like attorney-client privilege? Think again.

IRC §7525 extended limited confidentiality protections to CPAs, EAs, and other tax professionals back in 1998 — but in practice, those protections are narrow, full of exceptions, and often misunderstood. If you’re relying on “practitioner privilege” without knowing the limits, you could be exposing yourself — and your clients — to serious risk.

This session will walk you through:

  • What tax practitioner privilege really means (and where it starts and stops)

  • The specific types of communications that are not protected — including many emails

  • How privilege can be accidentally waived during audits or appeals

  • The key differences in how courts apply it in civil vs. criminal cases

  • What IRS agents and prosecutors look for when trying to pierce privilege

  • How to document and protect communications correctly — without overstepping

You’ll leave with the clarity you need to avoid mistakes and protect your clients the right way.

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Course presented by: LG Brooks, EA, CTRS

LG is the Senior Tax Resolution Consultant at Lawler and Witkowski CPA’s. LG has been in the field of taxation for more than 30 years and has been in practice full time since 1990. LG has represented and consulted on thousands of cases and he specializes in resolving high dollar, complex, tax problems all over the country. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977.

Additional Information:

Prerequisites: None

Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.

Advance preparation: None

Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.

Delivery Method: Group Live

For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.

The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.