Discussion:Client confidentiality
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| Revision as of 15:16, 3 June 2009 Lhhesscpa (Talk | contribs) ← Previous diff |
Current revision Taxea (Talk | contribs) (How long have yo) |
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| {{ForumReplyPost|UserID=Lhhesscpa|Date=3 June 2009|Text=You have 3 separate clients: the corp. & each shareholder. Each has a different interest in the conflict. I think you have a potential conflict of interest among the 3. Personally, in such a situation, I wouldn't want to testify without the assistance of counsel & would be notifying my malpractice carrier of the circumstances. -- [[User:Lhhesscpa|Larry Hess, CPA | Albuquerque, NM]]}} | {{ForumReplyPost|UserID=Lhhesscpa|Date=3 June 2009|Text=You have 3 separate clients: the corp. & each shareholder. Each has a different interest in the conflict. I think you have a potential conflict of interest among the 3. Personally, in such a situation, I wouldn't want to testify without the assistance of counsel & would be notifying my malpractice carrier of the circumstances. -- [[User:Lhhesscpa|Larry Hess, CPA | Albuquerque, NM]]}} | ||
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| + | {{ForumReplyPost|UserID=Taxea|Date=8 June 2009|Text=How long have you known the date of the deposition? I agree with both above.}} | ||
Current revision
Discussion Forum Index --> Advanced Tax Questions --> Client confidentiality
Discussion Forum Index --> Tax Questions --> Client confidentiality
| 2 June 2009 | |
| I prepared a corp tax return 3 years ago,when there were 2 shareholders. One has since bought out the other. The buyer is sueing the seller for an asset that the seller renamed in his personal acct after the sale. I have continued to do the corp tax return and both individual returns. Tomorrow is my deposition. I have looked in 230 and researched others sources, but can't find a summary of the perameters that I can speak about. Help. Thank you. | |
RoyDaleOne (talk|edits) said: | 2 June 2009 |
| I would suggest you request a waiver of confidentiality from both parties before you are deposed. | |
| 3 June 2009 | |
| You have 3 separate clients: the corp. & each shareholder. Each has a different interest in the conflict. I think you have a potential conflict of interest among the 3. Personally, in such a situation, I wouldn't want to testify without the assistance of counsel & would be notifying my malpractice carrier of the circumstances. -- Larry Hess, CPA | Albuquerque, NM | |
| 8 June 2009 | |
| How long have you known the date of the deposition? I agree with both above. | |
