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					GRADUATE    employee benefits PROGRAMS




                               Ethical Issues Involved in
                         Tax Law and Employee Benefits Practice
                                        Lunch and Learn:
                       Wednesday, April 5, 2006 from 12:00pm until 2:00pm
            The John Marshall Law School, 315 South Plymouth Court, Chicago, Room 409


      In addition to the normal state rules of professional conduct, attorneys that practice in front of the
       Internal Revenue Service must comply with “Circular 230”. What constitutes the offering of tax
       advice, and why does every e-mail from an Employee Benefits or tax attorney have a Circular 230
       disclaimer?

      Employee Benefits and tax attorneys often have conflicts of interest. Who does the attorney
       represent? The business entity or employee benefits plan? The individual officers that they meet with?
       The shareholders of the corporation or the beneficiaries of the retirement plan?

      Tax and Employee Benefits attorneys must comply with other rules as well. What do the corporate
       transparency rules of the Sarbanes-Oxley Act of 2002 require? Do they provide financial services that
       are regulated by the Graham-Leach-Bliley act? Although the generally specialize in the federal tax and
       employee benefits laws, is there a chance that they violate the multi-jurisdictional or the multi-
       disciplinary rules established by the American Bar Association?

Two experts in the field, Paul Carman (partner at Chapman and Cutler) and Gabriel Minc (Attorney at Law) will
outline the issues and provide their personal thoughts on compliance. Bring your questions.

Food will be served.

       This program is available for any John Marshall student or faculty with an interest in the subject,
       regardless of any experience as a tax or employee benefits attorney.

       CLE CREDIT: In addition, any other interested attorney can pay $25 to attend the program and receive
       CLE credit. The John Marshall Law School will advise the appropriate state bar or agency indicated
       below of the presentation of its program. The extension of CLE credit is subject to each state’s approval.
       It is the responsibility of the individual to meet the requirements of each jurisdiction. The John Marshall
       Law School is an approved MCLE provider with the State Bars of California, Missouri, Pennsylvania,
       South Carolina, and Wisconsin. The John Marshall Law School will assist with applications to Florida,
       Georgia, Rhode Island and Texas, but attorneys must apply individually for credit for courses and submit
       payment directly to these states. CLE Ethics Credit: Approx. 2.0 hours.

                                  All questions and confirmation of attendance
                 should be directed to Barry Kozak at 6kozak@jmls.edu (note the number 6)
                Note, if you wish to receive CLE credit, please advise of state and Bar Number.




                                            www.jmls.edu/employee.html

				
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