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Mar. 6, 2026

They actually put that in writing? Common mistakes in written tax advice--Part II

Tax practitioners must prioritize ethical duties and thorough research over timing and efficiency concerns when advising clients, regardless of the circumstances.

Sharyn Fisk

Tax Attorney
Willkie Farr & Gallagher LLP

Federal and State Tax Controversy Matters

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Shane Nix

Partner
Willkie Farr & Gallagher LLP

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Andrew Strelka

Partner
Willkie Farr & Gallagher LLP

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Samuel Hoops

Associate
Willkie Farr & Gallagher LLP

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They actually put that in writing? Common mistakes in written tax advice--Part II
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Part I of this article dealt with two common mistakes that practitioners make: not understanding when tax advice has been given, be that in an email or otherwise, and blindly accepting the facts provided by the client or third party. Having addressed those mistakes and their attendant risks, we turn to two final, but grave, mistakes worth mentioning: improperly taking into account<...

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