Defense & Privileges: The Kovel Accountant 1 Credit
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The IRS wields extensive power to investigate taxpayers, often seeking communications involving third parties like tax preparers and CPAs. While the IRS can access these communications, strategies like Kovel agreements offer protection for taxpayer-accountant interactions.
In the intricate world of tax law, the presence of a Kovel accountant has become paramount in ensuring robust legal representation. The concept of a Kovel accountant allows attorneys to collaborate seamlessly with forensic accountants, obtaining crucial information directly from clients while maintaining the sanctity of the attorney-client privilege.Â
This CE Tax Webinar delves into the multifaceted realm of Kovel accountants, shedding light on their significance, challenges, and strategies for effective implementation.
Within the Kovel Accountant framework, the attorney-client privilege extends to information obtained during the Kovel engagement. However, the limitations and case law surrounding Kovel agreements introduce a level of uncertainty. For instance, while some courts acknowledge an element of legal advice in tax preparation, others deny the privilege for communications solely related to tax preparation.
To create a watertight Kovel agreement, specific precautions must be taken. Firstly, a written Kovel agreement tailored to the client and the case must be meticulously drafted. Secondly, the engagement of the Kovel accountant should be through the attorney, emphasizing their role as part of the legal team. Lastly, to maintain the sanctity of the attorney-client privilege, a new accountant distinct from the client's existing accountant should be engaged.
Navigate the complex landscape of tax cases with confidence. Join our Webinar to unravel the Kovel Accountant concept, ensuring top-tier service while safeguarding client privacy.
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Michael is a trial lawyer. He graduated Cum Laude from The Thomas M. Cooley Law School and Summa Cum Laude from the Thomas Jefferson School of Law with his Masters of Law in Taxation. Michael is known for his charismatic personality and his unyielding dedication to his clients.
Michael spent the first five years of his legal career as a public defender in the NJ Office of the Public Defender cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey. He then joined his father's law practice, DeBlis Law, expanding the practice into civil tax controversies and international tax compliance.
As a graduate of the National Criminal Defense College, Michael has trained under some of the best-known criminal defense attorneys in the country. That experience has taught him that justice for a person accused of a crime is only won through a full understanding of the client and the case.
To that end, Michael attempts to understand each client’s case as a convincing narrative, not just as a set of innocuous facts and arcane legal rules.
When he's not in the courtroom, you can find Michael on stage. He is a professionally-trained actor who has performed in off-Broadway productions and on-stage at Shakespeare in the Park. Michael's passionate about helping trial lawyers harness the power of persuasion and positive communication in the courtroom in order to connect to the jury on a human level.
Michael's training as an actor allows him to combine a unique blend of left-brain thinking with right brain artistry to make even the most dull and abstract areas of the law come to life.
Michael is a prolific writer and a passionate blogger. He has written articles that have been featured in leading tax journals and "Law 360."
Michael is a living example of the tremendous power that comes from combining passion, preparation, persuasion, and positive communication in the courtroom. His courage and relentless work ethic have earned him a reputation as a zealous advocate and one of New Jersey’s rising stars of the legal profession.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LS
I have worked with attorneys on a consulting basis in my previous life. This is really good information and I found the webinar to be very useful.
HP
Very good introduction to the concept of Kovel Accountant and what it means.
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