Event Description
Ethics for In-House Tax Professionals
Virtual Ethics Seminar Sponsored by Forvis Mazars, LLP and DLA Piper, LLP
TEI Philadelphia Chapter is pleased to invite you to a special virtual ethics seminar designed for in-house tax professionals.
Date: August 5, 2026
Time: 10:00 a.m. – 12:00 p.m.
Speakers:
- Todd Reinstein, Partner - Forvis Mazars, LLP
- David Pope, Partner - DLA Piper, LLP
- Mitch Trager, Director - Forvis Mazars, LLP
This program is sponsored by Forvis Mazars, LLP and DLA Piper, LLP.
This program is open to all TEI Members. Not a TEI member? Learn more about the benefits of membership and join today and gain access to all TEI member benefits and TEI educational offerings.
Event Overview:
Learning Objectives:
- Understand the ethical frameworks and professional standards applicable to in-house tax professionals.
- Evaluate reliance on third-party tax advice and tax positions.
- Identify ethical considerations during IRS examinations and document production requests.
- Recognize privilege and confidentiality issues involving attorneys, CPAs, and Kovel arrangements.
- Assess the benefits, risks, and governance considerations of artificial intelligence in tax practice.
CPE Credit Information:
Tax Executives Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group internet based” continuing professional education on the National Registry of CPE Sponsors.
- Date: August 5, 2026 / Time: 10:00 am – 12:00 pm (ET)
- Delivery Method: Group
- Program Level: Overview
- Prerequisites: None
- Field of Study: Regulatory Ethics
- Advanced Preparation: No advanced preparation required.
- CPE Credits possible: Approximately 2 CPE credits based on a 50-minute hour.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email philadelphia@chapters.tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org