Taxation

Ca. Tax Lawyer JANUARY 2020, VOLUME 28, NUMBER 3

Tax Lawyers Be Aware of New Ethical Rules Governing Law Practice in California

By Richard A. Shaw1

I. INTRODUCTION

A California lawyer engaged in tax practice is subject to Treasury Regulation Circular 230 rules that set forth ethical standards governing practice and discipline before the Internal Revenue Service.2 However, the lawyer must first and foremost always accept being subject to the California Rules of Professional Conduct, which regulate the attorney’s right to practice law and may prescribe discipline for noncompliance.3

As of November 1, 2018, attorneys practicing in California are governed by new Rules of Professional Conduct that provide significantly more detailed ethical guidelines and required standards for practice, compliance and related disciplinary guidelines.

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