- Wednesday | March 22, 2017
- 12:00 pm
Description: Clients and their tax lawyers should enjoy traditional legal protections over confidential information that they exchange. Unfortunately, through a labyrinth of perplexing decisions, courts have nullified these protections in the context of tax services by fashioning overly-broad exceptions to privilege that contravene core principles of the legal profession. Most notably, the tax preparation exception and expansion of that exception to “dual purpose documents” have opened the door for the IRS to discover and use as evidence communications and materials that are central to tax advisors’ planning and analysis. This presentation offers a primer on these issues suggests strategies to protect both the tax lawyer and his client.
CLE Credit: Tax – 1.0 hour; General – 1.0 hour; Ethics – 1.0 hour
Division: New Tax Lawyers
Topic: Ethical Issues in Tax Law: The Attorney-Client Privilege, Work Product Doctrine, and Kovel
Speakers: Adam Smith and Matthew Livesay
Location: Tel: (712) 432-0900, Code: 611713