IRS Office of Professional Responsibility webinar Jan. 17 – earn two hours CE credits in ethics

FREE CLE from the IRS

Topic: The Office of Professional Responsibility: What you need to Know about Practicing before the IRS (rebroadcast)
Date: Wednesday January 17, 2018
Times: 2:00 p.m. Eastern; 1:00 p.m. Central; Noon Mountain; 11:00 a.m. Pacific
Duration: Two hours

Webinar featuring OPR Director Stephen Whitlock with live Q&A at the end of the presentation

Topics include:

  • Regulations governing tax practice before the IRS (Circular 230, Rev. 6/2014)
  • Due diligence obligations of tax professionals
  • Overview of other key Circular 230 provisions
  • Practitioner responsibilities to their clients and to the tax administration system
  • Best practices for all tax professionals
  • Office of Professional Responsibility policies and procedures

Register for the webinar

Earn two CE credits in ethics

To receive a certificate of completion and CE credit, you must:

  • View the live presentation on 1/17/18 for at least 100 minutes from the start of the program.
  • To confirm your attendance and receive your certificate of completion, view the presentation while signed-in using the same email address used to register; you will not receive credit by watching this webinar on someone else’s computer.
  • Groups cannot register with one email address and receive separate certificates; each person must register separately.
  • Look for your Certificate of Completion by email approximately three weeks after the broadcast.
  • If you have met all requirements, you will automatically receive your certificate of completion by email about three weeks after the event.

Enrolled Agents or other tax return preparers attending for education on a voluntary basis must register using your 8-digit PTIN and name as shown on your PTIN card or letter. If you don’t have a PTIN, you will receive a certificate; however, your credit will not be reported to the IRS. Other tax professionals will receive a certificate and may receive credit if the broadcast meets their organizations’ or states’ CPE requirements.

Stay in-the-know on the go! View IRS webinars on smartphones and tablets.

Find this event archived on the IRS Video Portal about three weeks after it airs.

Read more…


May judges search the internet for facts? ABA ethics opinion sees problems


Judges can conduct legal research online for cases not cited by the parties, but using the internet to find facts concerning the parties or subject matter poses ethical problems, according to an ABA ethics opinion.

Finding “adjudicative facts” about a case online is generally banned by the ABA Model Code of Judicial Conduct, according to ABA Formal Opinion 478. An exception allows judges to go online for facts that are subject to judicial notice because they are generally known and not subject to reasonable dispute.

Adjudicative facts concern the immediate parties, including who did what, where, when, how, and with what motive or intent, the ethics opinion explains.


Read more…review examples from opinion

Barred From the Bar: The Winding Road From Prisoner to Lawyer – Big Law Business

By  – Bloomberg
As the U.S. prison population has surged over the decades, the legal profession’s distaste for former inmates has become more conspicuous.

Roughly 70 million people in the U.S. are estimated to have a criminal record of some kind, and nearly 700,000 are released from incarceration annually, according to the National Employment Law Project. More than 60 percent of formerly incarcerated people are unemployed a year after their release, according to the Sentencing Project, and those who do find work take home 40 percent a year less than those who haven’t served time.

Nationwide, 150 cities and counties have adopted laws that prohibit employers from asking job applicants about their criminal histories, as part of the “ban the box”movement.


Read more…

Related articles

New York Courts Say: Hand It Over | The Marshall Project


The link between wrongful convictions and Brady violations prompted the New York court system to release a new rule this week. Beginning in January, judges will issue an order reminding prosecutors of their obligation to turn over “information favorable to the defense.” Some judges already routinely issue such orders, but this will require all judges to do so in every criminal case.

3 New Ethics Opinions Guide New York Lawyers on Marketing Issues – Legal Ease Blog


  • Allison C. Shields
The New York State Bar Association Committee on Professional Ethics issued three opinions within the past several months that provide guidance for New York lawyers on marketing issues. Opinion 1129, issued in July 2017, addresses attorney newsletters. Opinion 1131, covering payment for marketing or lead generation fees, and Opinion 1132, discussing the use of Avvo Legal Services, were both issued on August 8, 2017.

Read more:

Stay Up To Date With These Legal Technology Blogs | Above the Law

Subscribe to some of these blogs and you’ll be well on your way to meeting your ethical obligation to stay abreast of changes in legal technology.


The majority of jurisdictions (28) now require lawyers to stay on top of legal technology changes. This means that the majority of lawyers have an ethical obligation to learn about and understand technology in order to make informed decisions about whether to use technology in their practices.

Of course, the challenge for most lawyers is figuring out how to find the time to learn about technology, given the ever-present demands of practicing law and running busy law practices. Aside from attending on-point CLEs, one of the easiest ways to learn about legal technology is to use an RSS feed reader such as feedly (my feed reader of choice), subscribe to number of legal technology blogs, and spend a few minutes each day reading them and learning about the latest legal technology trends.

There are a lot of blogs out there, however, so knowing which ones to subscribe to isn’t always easy. To get you started, here are some of my favorite legal technology blogs. I read posts from these bloggers each and every day and find their insight and advice to be invaluable.

Ethics in the Age of the Internet NYC Live & Webcast–NYSBA General Practice Section CLE

Reply to Group Reply to Sender
Stephanie A. Bugos
Oct 2, 2017 3:10 PM
Stephanie A. Bugos

Dear GP Section members:


The General Practice Section is sponsoring the following program in New York City the evening of October 24. For those outside of the NYC area, there is also a live webcast option.


This program offers 2.0 MCLE credits in Ethics, and the GP Section member rate is only $50.


We hope to see you there!

Legal Ethics in the Age of the Internet

October 24, 2017 | 6-8pm

Penn Club of New York (30 W. 44th Street) / Live Webcast Option available


This practical program will address two timely topics:

·         Protecting confidential and personally identifiable information in compliance with amended Rule 1.6(c), and

·         How to ethically utilize the internet in litigation and avoid social engineering scams.



·         Professor Roy D. Simon, a Legal Ethics Advisor to law firms

·         Brett Scher, Esq., a Partner at Kaufman Dolowich & Voluck LLP


Learn more and register here:…


Best regards,



Stephanie A. Bugos  Section Liaison

New York State Bar Association

One Elk Street, Albany, NY 12207


direct/fax: 518.487.5524 |  main: 518.463.3200 | |


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