Gray Reed Partner and Dollars & Sense Editor Joshua Smeltzer will be speaking at Convergence 2024, TXCPA Dallas’ premier continuing professional education event.
Scheduled for May 10, 2024, at the Sheraton Dallas Hotel (Downtown), Joshua’s session “Protecting Confidentiality: The Crucial Intersection of Attorney-Client Privilege and CPA Practice” will provide invaluable insights into navigating the complexities of attorney-client privilege in the context of CPA practice.
Joshua brings a wealth of expertise to this topic. Board Certified in Tax Law by the Texas Board of Legal Specialization, he focuses his practice on defending taxpayers in civil and criminal tax proceedings, frequently representing corporations, partnerships, family offices, estates, trusts, and high-net-worth individuals across various industries, including real estate, energy, insurance, private equity, digital assets, and blockchain technology.
Drawing from his background as a former U.S. Department of Justice lawyer, Joshua offers first-hand knowledge when the government is involved in litigation, enabling him to design effective plans to litigate disputes, minimize risks, and achieve client goals. With deep litigation and trial experience ranging from $500,000 to over $1.5 billion, he is well-equipped to guide attendees through the complexities of attorney-client privilege. Register now for Convergence 2024 at bit.ly/TXConvergence.