Saturday, March 5, 2022
An attorney who had neglected a tax appeal, failed to communicate with the client, made misrepresentations to cover up the neglect and filed two false affidavits has been suspended for a year and a day by the Pennsylvania Supreme Court.
The attorney's misconduct occurred while employed at Morgan, Lewis & Bockius LLP.
The client was CSI International Inc.
The matter involved a tax assessment appeal to the Department of Revenue Board of Appeals. The firm conducted an internal investigations after the client raised concerns
Respondent testified that when he accepted the position at Morgan Lewis in 2016, he was "in no way prepared" to handle the position. He testified that he "oversold" his ability to be a practice group leader in the state and local tax area and was not prepared to come into the firm and build a team.
In hindsight, Respondent believes that he should have taken more time off before he accepted the position at Morgan Lewis to address his mental health, but at the time thought that his mental health issues were a weakness he could "power through." He recognizes now that his issues were not a problem he could handle on his own.
At the time of the sanction, he was working in a three person firm "an atmosphere he believes better suits his needs than a large firm." (Mike Frisch)