CLE

Client Communication: Building Trust in Securities - Part 6

schedule 1h 34m signal_cellular_alt All Levels category Tax Controversy verified 23 credits available

About This Course

This on-demand CLE program offers accessible yet thorough coverage of client communication: building trust in securities - part 6.

Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.

Specifically designed for tax controversy professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.

Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.

Presented By

LM

Lisa M. Garcia open_in_new

Counsel • Davis Polk & Wardwell LLP

Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alabama Ethics 1.5
Alaska Ethics 2.0
Arizona General 1.5
Colorado General 2.5
Delaware General 1.0
Georgia Ethics 2.5
Indiana General 3.0
Louisiana General 2.0
Maryland General 1.5
Minnesota General 3.5
New Jersey General 1.0
New Mexico Ethics 1.0
North Carolina General 2.0
North Dakota General 2.5
Oklahoma Diversity 2.5
Pennsylvania General 1.5
Rhode Island General 2.5
South Dakota Ethics 2.5
Tennessee Diversity 1.0
U.S. Virgin Islands General 1.0
West Virginia General 2.5
Wisconsin General 3.5
Wyoming Ethics 1.0
$235.00