ethical issues in gift planning

SKU: ethics
$100.00
$25.00
$25.00
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Summary outline:

  • NACGP standards aspirational
  • analogous enforceable rules for lawyers, CPAs
  • Circular 230
  • limits on Treasury's regulatory authority
  • Loving and Ridgley decisions
  • written advice versus representation
  • communication re objectives and uncertainties
  • competence and its limits
  • conflicts of interest, disclosure, waiver
  • compensation, commissions, contingent fees
  • confidentiality and privilege
  • unauthorized practice of law
  • a case study: RERI Holdings
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