Randall T. Tesser is an associate attorney at Tesser, Ryan & Rochman. Mr. Tesser obtained a Juris Doctor from the Benjamin N. Cardozo School of Law in 2017 where he also received a Certificate in Dispute Resolution, and a Bachelor’s degree in Political Science from Tufts University.
On-Demand: February 8, 2023
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One of the challenges attorneys faces, and one that is not often given much attention in law school, is how to counsel clients through difficult dilemmas. Lawyers frequently have to advise clients who are choosing between several risky courses of action, balancing countervailing interests, or engaging (or asking that the lawyer engage) in unlawful conduct. This program will explore the ethical rules that govern such situations and suggest best practices and practice considerations.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Date: February 8, 2023
Closed-captioning available
Randall T. Tesser | Tesser, Ryan & Rochman LLP
Randall T. Tesser is an associate attorney at Tesser, Ryan & Rochman. Mr. Tesser obtained a Juris Doctor from the Benjamin N. Cardozo School of Law in 2017 where he also received a Certificate in Dispute Resolution, and a Bachelor’s degree in Political Science from Tufts University.
Mr. Tesser primarily practices in, and frequently lectures on, professional responsibility matters, and has experience with administrative proceedings and appeals, trust and estate planning and administration, business contracts, and mediation. Mr. Tesser is an appointed member of the New York State Bar Association’s (NYSBA) Committee on Professional Discipline and is Co-Chair of the Ethics Committee of NYSBA’s Dispute Resolution Section. In addition to practicing law, Mr. Tesser has played music professionally as a drummer across the country, including at Carnegie Hall.
I. Scope of Authority Between Attorney and Client | 1:00pm to 1:15pm
II. Appropriate Attorney-Client Communication | 1:15pm – 1:30pm
III. Declining or Terminating Representation | 1:30pm – 1:45pm
IV. Issues with Dual Representation and Organization as Client | 1:45pm – 2:00pm
Sharon Katz-Pearlman, Esq | Greenberg Traurig
Douglas W. O’Donnell, CPA | Internal Revenue Service
Holly O. Paz, Esq | Internal Revenue Service
Lia Colbert | Internal Revenue Service
Daniel Rosen, Esq | Todd Welty, PC.
Andrew Keyso, Esq | Internal Revenue Service
Frank Agostino, Esq | Agostino & Associates, PC
Sarah E. Paul, Esq | Eversheds Sutherland
Larry A. Campagna, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC
Sharyn M. Fisk, Esq | Internal Revenue Service
Bruce C. Wood, CPA/ABV, CVA, MTx | Brady Ware
Nina E. Olson, Esq | Center for Taxpayer Rights
Josh Beck, Esq | Internal Revenue Service
Leslie Book, Esq | Villanova University Charles Widger School of Law
David Long | Internal Revenue Service
Josh O. Ungerman, Esq., CPA | Meadows, Collier, Reed, Cousins, Crouch & Ungerman
John Colvin, Esq | Colvin + Hallet
Jason B. Freeman, Esq | Freeman Law PLLC
Emily P. Hughes, PC, Esq | Kirkland & Ellis
Jeffrey Dirmann, Esq | Agostino & Associates PC
Christopher Hanfling, Esq | Jones Day
Victor A. Jaramillo, Esq | Caplin & Drysdale
Lauren Azebu, Esq | Steptoe & Johnson
Michelle Abroms Levin, Esq | Dentons
Thomas A. Cullinan, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC.
Katherine Jordan, Esq | GBX Group
Rod J. Rosenstein, Esq | King & Spalding
Jay R. Nanavati, Esq | Kostelanetz
Timothy P. Noonan, Esq | Hodgson Russ
Carlos F. Ortiz, Esq | BakerHostetler
Victor Song | Integritas
Christopher M. Ferguson, Esq | Kostelanetz
Sandra R. Brown, Esq | Hochman, Salkin, Toscher, Perez, PC
Eric Hylton | Zerbe, Miller, Fingeret, Frank & Jadav
Daniel Mayo, Esq | Withum, Red Bank
Sanford J. Boxerman, Esq | Capes Sokol, PC
Mary A. McNulty, Esq | Holland & Knight, Houston
Robert J. Kovacev, Esq | Miller & Chevalier
Barbara T. Kaplan, Esq | Shareholder, Greenberg Traurig, New York, NY
Garrett Brodeur, Esq | Associate, Kostelanetz, New York, NY
Thomas E. Bishop | Tom Bishop & Associates
Erika Nijenhuis, Esq | US Department of Treasury
Del Wright Jr., Esq | University of Missouri-Kansas City Law School
Caitlin R. Tharp, Esq | Steptoe & Johnson
Andrew Weiner, Esq | Kostelanetz
David W. Foster, Esq | Kirkland & Ellis
S. Starling Marshall, Esq | Crowell & Moring
Joseph A. DiRuzzo, III, Esq., CPA | Partner, DiRuzzo & Company, Fort Lauderdale, FL
Don Fort, CPA | Kostelanetz
James Lee | Chief, Criminal Investigation Division, Internal Revenue Service, Washington, DC
Kathy A. Enstrom, MBA | Moore Tax Law Group
Jeremy H. Temkin, Esq | Morvillo Abramowitz Grand Iason & Anello PC.
Thomas C. Pliske, Esq., CPA | Tax Whistleblower Law Firm
John W. Hinman | Whistleblower Office, Internal Revenue Service
Eric L. Green, Esq | Green & Sklarz
Nikki C. Johnson | Headquarters Collection, Small Business/Self-Employed Division, Internal Revenue Service
Melissa L. Wiley, Esq | Lowenstein Sandler
Erin M. Collins, Esq | Internal Revenue Service
Jennifer Breen, Esq | Morgan Lewis & Bockius
Diana L. Erbsen, Esq | DLA Piper
The Hon. Kathleen Kerrigan, Chief Judge | United States Tax Court
Drita Tonuzi, Esq | Internal Revenue Service
Jeffrey A. Neiman, Esq | Marcus Neiman Rashbaum & Pineiro
Sharon L. McCarthy, Esq | Kostelanetz
Sara G. Neill, Esq | Capes Sokol, PC.
Richard W. Westling, Esq | Epstein Becker & Green, PC
Tom Greenaway, Esq | KPMG
Miri Forster, Esq | Eisner Advisory Group
Brian C. McManus, Esq | Latham & Watkins
Kelley C. Miller, Esq | Reed Smith
Phillip Colasanto, Esq | Withersworldwide
Fran Obeid, Esq | MFO LAW, PC
Daniel N. Price, Esq | Law Offices of Daniel N. Price
Steven R. Toscher, Esq | Hochman Salkin Toscher Perez, PC
Yvonne R. Cort, Esq | Capell Barnett Matalon & Schoenfeld
E. Martin Davidoff, CPA, Esq | Prager Metis
Beverly Winstead, Esq | Law Office of Beverly Winstead
Carmela G. Walrond, Esq., CPA | JLD Tax Resolution Group
Brian P. Ketcham, Esq | Ketcham PLLC
Zhanna A. Ziering, Esq | Moore Tax Law Group
Ian M. Comisky, Esq | Fox Rothschild
Richard J. Sapinski, Esq | Sills Cummis & Gross PC
Chad M. Vanderhoef, Esq | Holland & Knight
Carina C. Federico, Esq | Crowell & Moring
Amish Shah, Esq | Holland & Knight
Philip J. Wilson | Marcum
Adriana Wirtz, Esq | Vinson & Elkins
Live Video Broadcast on June 8, 2023 - June 9, 2023
Sharon Katz-Pearlman, Esq | Greenberg Traurig
Douglas W. O’Donnell, CPA | Internal Revenue Service
Holly O. Paz, Esq | Internal Revenue Service
Lia Colbert | Internal Revenue Service
Daniel Rosen, Esq | Todd Welty, PC.
Andrew Keyso, Esq | Internal Revenue Service
Frank Agostino, Esq | Agostino & Associates, PC
Sarah E. Paul, Esq | Eversheds Sutherland
Larry A. Campagna, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC
Sharyn M. Fisk, Esq | Internal Revenue Service
Bruce C. Wood, CPA/ABV, CVA, MTx | Brady Ware
Nina E. Olson, Esq | Center for Taxpayer Rights
Josh Beck, Esq | Internal Revenue Service
Leslie Book, Esq | Villanova University Charles Widger School of Law
David Long | Internal Revenue Service
Josh O. Ungerman, Esq., CPA | Meadows, Collier, Reed, Cousins, Crouch & Ungerman
John Colvin, Esq | Colvin + Hallet
Jason B. Freeman, Esq | Freeman Law PLLC
Emily P. Hughes, PC, Esq | Kirkland & Ellis
Jeffrey Dirmann, Esq | Agostino & Associates PC
Christopher Hanfling, Esq | Jones Day
Victor A. Jaramillo, Esq | Caplin & Drysdale
Lauren Azebu, Esq | Steptoe & Johnson
Michelle Abroms Levin, Esq | Dentons
Thomas A. Cullinan, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC.
Katherine Jordan, Esq | GBX Group
Rod J. Rosenstein, Esq | King & Spalding
Jay R. Nanavati, Esq | Kostelanetz
Timothy P. Noonan, Esq | Hodgson Russ
Carlos F. Ortiz, Esq | BakerHostetler
Victor Song | Integritas
Christopher M. Ferguson, Esq | Kostelanetz
Sandra R. Brown, Esq | Hochman, Salkin, Toscher, Perez, PC
Eric Hylton | Zerbe, Miller, Fingeret, Frank & Jadav
Daniel Mayo, Esq | Withum, Red Bank
Sanford J. Boxerman, Esq | Capes Sokol, PC
Mary A. McNulty, Esq | Holland & Knight, Houston
Robert J. Kovacev, Esq | Miller & Chevalier
Barbara T. Kaplan, Esq | Shareholder, Greenberg Traurig, New York, NY
Garrett Brodeur, Esq | Associate, Kostelanetz, New York, NY
Thomas E. Bishop | Tom Bishop & Associates
Erika Nijenhuis, Esq | US Department of Treasury
Del Wright Jr., Esq | University of Missouri-Kansas City Law School
Caitlin R. Tharp, Esq | Steptoe & Johnson
Andrew Weiner, Esq | Kostelanetz
David W. Foster, Esq | Kirkland & Ellis
S. Starling Marshall, Esq | Crowell & Moring
Joseph A. DiRuzzo, III, Esq., CPA | Partner, DiRuzzo & Company, Fort Lauderdale, FL
Don Fort, CPA | Kostelanetz
James Lee | Chief, Criminal Investigation Division, Internal Revenue Service, Washington, DC
Kathy A. Enstrom, MBA | Moore Tax Law Group
Jeremy H. Temkin, Esq | Morvillo Abramowitz Grand Iason & Anello PC.
Thomas C. Pliske, Esq., CPA | Tax Whistleblower Law Firm
John W. Hinman | Whistleblower Office, Internal Revenue Service
Eric L. Green, Esq | Green & Sklarz
Nikki C. Johnson | Headquarters Collection, Small Business/Self-Employed Division, Internal Revenue Service
Melissa L. Wiley, Esq | Lowenstein Sandler
Erin M. Collins, Esq | Internal Revenue Service
Jennifer Breen, Esq | Morgan Lewis & Bockius
Diana L. Erbsen, Esq | DLA Piper
The Hon. Kathleen Kerrigan, Chief Judge | United States Tax Court
Drita Tonuzi, Esq | Internal Revenue Service
Jeffrey A. Neiman, Esq | Marcus Neiman Rashbaum & Pineiro
Sharon L. McCarthy, Esq | Kostelanetz
Sara G. Neill, Esq | Capes Sokol, PC.
Richard W. Westling, Esq | Epstein Becker & Green, PC
Tom Greenaway, Esq | KPMG
Miri Forster, Esq | Eisner Advisory Group
Brian C. McManus, Esq | Latham & Watkins
Kelley C. Miller, Esq | Reed Smith
Phillip Colasanto, Esq | Withersworldwide
Fran Obeid, Esq | MFO LAW, PC
Daniel N. Price, Esq | Law Offices of Daniel N. Price
Steven R. Toscher, Esq | Hochman Salkin Toscher Perez, PC
Yvonne R. Cort, Esq | Capell Barnett Matalon & Schoenfeld
E. Martin Davidoff, CPA, Esq | Prager Metis
Beverly Winstead, Esq | Law Office of Beverly Winstead
Carmela G. Walrond, Esq., CPA | JLD Tax Resolution Group
Brian P. Ketcham, Esq | Ketcham PLLC
Zhanna A. Ziering, Esq | Moore Tax Law Group
Ian M. Comisky, Esq | Fox Rothschild
Richard J. Sapinski, Esq | Sills Cummis & Gross PC
Chad M. Vanderhoef, Esq | Holland & Knight
Carina C. Federico, Esq | Crowell & Moring
Amish Shah, Esq | Holland & Knight
Philip J. Wilson | Marcum
Adriana Wirtz, Esq | Vinson & Elkins
Live Video Broadcast on June 8, 2023 - June 9, 2023
Sharon Katz-Pearlman, Esq | Greenberg Traurig
Douglas W. O’Donnell, CPA | Internal Revenue Service
Holly O. Paz, Esq | Internal Revenue Service
Lia Colbert | Internal Revenue Service
Daniel Rosen, Esq | Todd Welty, PC.
Andrew Keyso, Esq | Internal Revenue Service
Frank Agostino, Esq | Agostino & Associates, PC
Sarah E. Paul, Esq | Eversheds Sutherland
Larry A. Campagna, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC
Sharyn M. Fisk, Esq | Internal Revenue Service
Bruce C. Wood, CPA/ABV, CVA, MTx | Brady Ware
Nina E. Olson, Esq | Center for Taxpayer Rights
Josh Beck, Esq | Internal Revenue Service
Leslie Book, Esq | Villanova University Charles Widger School of Law
David Long | Internal Revenue Service
Josh O. Ungerman, Esq., CPA | Meadows, Collier, Reed, Cousins, Crouch & Ungerman
John Colvin, Esq | Colvin + Hallet
Jason B. Freeman, Esq | Freeman Law PLLC
Emily P. Hughes, PC, Esq | Kirkland & Ellis
Jeffrey Dirmann, Esq | Agostino & Associates PC
Christopher Hanfling, Esq | Jones Day
Victor A. Jaramillo, Esq | Caplin & Drysdale
Lauren Azebu, Esq | Steptoe & Johnson
Michelle Abroms Levin, Esq | Dentons
Thomas A. Cullinan, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC.
Katherine Jordan, Esq | GBX Group
Rod J. Rosenstein, Esq | King & Spalding
Jay R. Nanavati, Esq | Kostelanetz
Timothy P. Noonan, Esq | Hodgson Russ
Carlos F. Ortiz, Esq | BakerHostetler
Victor Song | Integritas
Christopher M. Ferguson, Esq | Kostelanetz
Sandra R. Brown, Esq | Hochman, Salkin, Toscher, Perez, PC
Eric Hylton | Zerbe, Miller, Fingeret, Frank & Jadav
Daniel Mayo, Esq | Withum, Red Bank
Sanford J. Boxerman, Esq | Capes Sokol, PC
Mary A. McNulty, Esq | Holland & Knight, Houston
Robert J. Kovacev, Esq | Miller & Chevalier
Barbara T. Kaplan, Esq | Shareholder, Greenberg Traurig, New York, NY
Garrett Brodeur, Esq | Associate, Kostelanetz, New York, NY
Thomas E. Bishop | Tom Bishop & Associates
Erika Nijenhuis, Esq | US Department of Treasury
Del Wright Jr., Esq | University of Missouri-Kansas City Law School
Caitlin R. Tharp, Esq | Steptoe & Johnson
Andrew Weiner, Esq | Kostelanetz
David W. Foster, Esq | Kirkland & Ellis
S. Starling Marshall, Esq | Crowell & Moring
Joseph A. DiRuzzo, III, Esq., CPA | Partner, DiRuzzo & Company, Fort Lauderdale, FL
Don Fort, CPA | Kostelanetz
James Lee | Chief, Criminal Investigation Division, Internal Revenue Service, Washington, DC
Kathy A. Enstrom, MBA | Moore Tax Law Group
Jeremy H. Temkin, Esq | Morvillo Abramowitz Grand Iason & Anello PC.
Thomas C. Pliske, Esq., CPA | Tax Whistleblower Law Firm
John W. Hinman | Whistleblower Office, Internal Revenue Service
Eric L. Green, Esq | Green & Sklarz
Nikki C. Johnson | Headquarters Collection, Small Business/Self-Employed Division, Internal Revenue Service
Melissa L. Wiley, Esq | Lowenstein Sandler
Erin M. Collins, Esq | Internal Revenue Service
Jennifer Breen, Esq | Morgan Lewis & Bockius
Diana L. Erbsen, Esq | DLA Piper
The Hon. Kathleen Kerrigan, Chief Judge | United States Tax Court
Drita Tonuzi, Esq | Internal Revenue Service
Jeffrey A. Neiman, Esq | Marcus Neiman Rashbaum & Pineiro
Sharon L. McCarthy, Esq | Kostelanetz
Sara G. Neill, Esq | Capes Sokol, PC.
Richard W. Westling, Esq | Epstein Becker & Green, PC
Tom Greenaway, Esq | KPMG
Miri Forster, Esq | Eisner Advisory Group
Brian C. McManus, Esq | Latham & Watkins
Kelley C. Miller, Esq | Reed Smith
Phillip Colasanto, Esq | Withersworldwide
Fran Obeid, Esq | MFO LAW, PC
Daniel N. Price, Esq | Law Offices of Daniel N. Price
Steven R. Toscher, Esq | Hochman Salkin Toscher Perez, PC
Yvonne R. Cort, Esq | Capell Barnett Matalon & Schoenfeld
E. Martin Davidoff, CPA, Esq | Prager Metis
Beverly Winstead, Esq | Law Office of Beverly Winstead
Carmela G. Walrond, Esq., CPA | JLD Tax Resolution Group
Brian P. Ketcham, Esq | Ketcham PLLC
Zhanna A. Ziering, Esq | Moore Tax Law Group
Ian M. Comisky, Esq | Fox Rothschild
Richard J. Sapinski, Esq | Sills Cummis & Gross PC
Chad M. Vanderhoef, Esq | Holland & Knight
Carina C. Federico, Esq | Crowell & Moring
Amish Shah, Esq | Holland & Knight
Philip J. Wilson | Marcum
Adriana Wirtz, Esq | Vinson & Elkins
Live Video Broadcast on June 8, 2023 - June 9, 2023
Allison Williams | Law Firm Mentor
Live Video Broadcast on June 29, 2023
Sharon Katz-Pearlman, Esq | Greenberg Traurig
Douglas W. O’Donnell, CPA | Internal Revenue Service
Holly O. Paz, Esq | Internal Revenue Service
Lia Colbert | Internal Revenue Service
Daniel Rosen, Esq | Todd Welty, PC.
Andrew Keyso, Esq | Internal Revenue Service
Frank Agostino, Esq | Agostino & Associates, PC
Sarah E. Paul, Esq | Eversheds Sutherland
Larry A. Campagna, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC
Sharyn M. Fisk, Esq | Internal Revenue Service
Bruce C. Wood, CPA/ABV, CVA, MTx | Brady Ware
Nina E. Olson, Esq | Center for Taxpayer Rights
Josh Beck, Esq | Internal Revenue Service
Leslie Book, Esq | Villanova University Charles Widger School of Law
David Long | Internal Revenue Service
Josh O. Ungerman, Esq., CPA | Meadows, Collier, Reed, Cousins, Crouch & Ungerman
John Colvin, Esq | Colvin + Hallet
Jason B. Freeman, Esq | Freeman Law PLLC
Emily P. Hughes, PC, Esq | Kirkland & Ellis
Jeffrey Dirmann, Esq | Agostino & Associates PC
Christopher Hanfling, Esq | Jones Day
Victor A. Jaramillo, Esq | Caplin & Drysdale
Lauren Azebu, Esq | Steptoe & Johnson
Michelle Abroms Levin, Esq | Dentons
Thomas A. Cullinan, Esq | Chamberlain, Hrdlicka, White, Williams & Aughtry, PC.
Katherine Jordan, Esq | GBX Group
Rod J. Rosenstein, Esq | King & Spalding
Jay R. Nanavati, Esq | Kostelanetz
Timothy P. Noonan, Esq | Hodgson Russ
Carlos F. Ortiz, Esq | BakerHostetler
Victor Song | Integritas
Christopher M. Ferguson, Esq | Kostelanetz
Sandra R. Brown, Esq | Hochman, Salkin, Toscher, Perez, PC
Eric Hylton | Zerbe, Miller, Fingeret, Frank & Jadav
Daniel Mayo, Esq | Withum, Red Bank
Sanford J. Boxerman, Esq | Capes Sokol, PC
Mary A. McNulty, Esq | Holland & Knight, Houston
Robert J. Kovacev, Esq | Miller & Chevalier
Barbara T. Kaplan, Esq | Shareholder, Greenberg Traurig, New York, NY
Garrett Brodeur, Esq | Associate, Kostelanetz, New York, NY
Thomas E. Bishop | Tom Bishop & Associates
Erika Nijenhuis, Esq | US Department of Treasury
Del Wright Jr., Esq | University of Missouri-Kansas City Law School
Caitlin R. Tharp, Esq | Steptoe & Johnson
Andrew Weiner, Esq | Kostelanetz
David W. Foster, Esq | Kirkland & Ellis
S. Starling Marshall, Esq | Crowell & Moring
Joseph A. DiRuzzo, III, Esq., CPA | Partner, DiRuzzo & Company, Fort Lauderdale, FL
Don Fort, CPA | Kostelanetz
James Lee | Chief, Criminal Investigation Division, Internal Revenue Service, Washington, DC
Kathy A. Enstrom, MBA | Moore Tax Law Group
Jeremy H. Temkin, Esq | Morvillo Abramowitz Grand Iason & Anello PC.
Thomas C. Pliske, Esq., CPA | Tax Whistleblower Law Firm
John W. Hinman | Whistleblower Office, Internal Revenue Service
Eric L. Green, Esq | Green & Sklarz
Nikki C. Johnson | Headquarters Collection, Small Business/Self-Employed Division, Internal Revenue Service
Melissa L. Wiley, Esq | Lowenstein Sandler
Erin M. Collins, Esq | Internal Revenue Service
Jennifer Breen, Esq | Morgan Lewis & Bockius
Diana L. Erbsen, Esq | DLA Piper
The Hon. Kathleen Kerrigan, Chief Judge | United States Tax Court
Drita Tonuzi, Esq | Internal Revenue Service
Jeffrey A. Neiman, Esq | Marcus Neiman Rashbaum & Pineiro
Sharon L. McCarthy, Esq | Kostelanetz
Sara G. Neill, Esq | Capes Sokol, PC.
Richard W. Westling, Esq | Epstein Becker & Green, PC
Tom Greenaway, Esq | KPMG
Miri Forster, Esq | Eisner Advisory Group
Brian C. McManus, Esq | Latham & Watkins
Kelley C. Miller, Esq | Reed Smith
Phillip Colasanto, Esq | Withersworldwide
Fran Obeid, Esq | MFO LAW, PC
Daniel N. Price, Esq | Law Offices of Daniel N. Price
Steven R. Toscher, Esq | Hochman Salkin Toscher Perez, PC
Yvonne R. Cort, Esq | Capell Barnett Matalon & Schoenfeld
E. Martin Davidoff, CPA, Esq | Prager Metis
Beverly Winstead, Esq | Law Office of Beverly Winstead
Carmela G. Walrond, Esq., CPA | JLD Tax Resolution Group
Brian P. Ketcham, Esq | Ketcham PLLC
Zhanna A. Ziering, Esq | Moore Tax Law Group
Ian M. Comisky, Esq | Fox Rothschild
Richard J. Sapinski, Esq | Sills Cummis & Gross PC
Chad M. Vanderhoef, Esq | Holland & Knight
Carina C. Federico, Esq | Crowell & Moring
Amish Shah, Esq | Holland & Knight
Philip J. Wilson | Marcum
Adriana Wirtz, Esq | Vinson & Elkins
Live Video Broadcast on June 8, 2023 - June 9, 2023
Michael R. Overly | Foley & Lardner LLP
Re-Broadcast on June 28, 2023