Presented by the CT Bar Institute
About the Program
Law firm owners are increasingly exposed to aggressive tax strategies marketed as “planning,” yet many do not fully understand where legitimate tax minimization ends and tax fraud or abusive schemes begin. This program provides a practical, risk-aware overview of tax fraud concepts and the IRS’s annual “Dirty Dozen,” with a focus on strategies that commonly impact high-income professionals and law firm owners. Attendees will learn how to distinguish defensible tax planning from improper or abusive arrangements, identify common red flags used by tax promoters, and understand the potential financial, legal, and ethical consequences of getting it wrong. The program emphasizes judgment, decision-making, and risk management to help participants evaluate tax advice more effectively before taking action.
You Will Learn
• How to distinguish between legitimate tax planning and tax fraud or abusive tax schemes
• To identify common characteristics and red flags associated with improper tax strategies
• To understand the IRS “Dirty Dozen” at a high level and why these schemes are targeted
• To evaluate the legal, financial, and ethical risks associated with aggressive tax schemes
• To apply a practical framework for assessing tax advice before implementation
Who Should Attend
Law firm owners, managing partners, and attorneys responsible for firm finances or advising clients on business and tax-related matters.
Cost
(Includes electronic materials)
Solo/Small and YL Section Member $25
Member $35
CLE Pass Holder $0 (you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $0
Non-Member $70
Please log into your account to receive CBA member pricing.
Financial hardship information is available upon request.
CT: 1.0 CLE Credits (General)
If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program.
Please note that refunds will not be granted once course materials have been sent.
Cancellations made less than 2 business days prior to event are non-refundable.
Closed captioning will be available during the seminar presentation for virtual attendees.