Ethical Dilemmas - SALT Professionals in the 21st Century

Ethical Dilemmas - SALT Professionals in the 21st Century
Ethical Dilemmas Faced by SALT Professionals in the Twenty-First Century
August 27, 2025
1:00 – 2:00 PM
1.2 Ethics CPE

In the 21st Century, public and private SALT professionals face an increasing range of ethical dilemmas, primarily stemming from the growing complexities of the state and local tax laws, the fast-moving pace of technology as applied to those laws, and the constant need to balance client representation with duties to the legal and tax systems. During this interactive session, the panelists will provide ethical dilemmas in hypothetical format for the audience to resolve, that will explore how SALT professionals must apply the ethical standards provided by the ABA, state bar associations, the AICPA, and the IPT Ethical Canons, to their daily practices. The hypotheticals will illustrate how SALT professionals must balance advocacy with honesty, avoid conflicts of interest when dealing with both organizations and individuals, apply modern GAI and other technology to their practices in an ethical manner, and otherwise maintain their ethical duties to their clients, nonclients, adversaries, and legal tribunals.

Learning Objectives:
• Identify the IPT Canons implicated in the hypotheticals.
• Identify the ABA Model Rules relating to confidentiality and conflicts of interest, among other duties
• Appreciate the various State Bar Association Formal Opinions concerning ethical responsibilities for tax preparation, tax consulting, technology, and artificial intelligence.
• Apply ethical standards to situations involving ethical dilemmas caused by the use or misuse of modern technology, tax consulting, and artificial intelligence.

Speaker:
Glenn C. McCoy, Jr., CMI, Esq.
Principal, National Tax
Ryan, LLC
New York, NY
Glenn.Mccoy@ryan.com
When
8/27/2025
Where
IPT Webinar Atlanta, GA

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