Just because you are a lawyer doesn’t mean everything you say is privileged. How you communicate with your clients and third parties can affect what information is subject to discovery by the Internal Revenue Service and others in the event of an audit or other controversy.
This program is designed to help practitioners identify the applicable privileges and preserve them without unintended collateral consequences. The panel will provide a brief overview of the attorney-client privilege, the tax practitioner privilege and the work product doctrine. The panelists will then examine more advanced issues involving the interplay among the various privileges, the practitioners’ professional standards and obligations under FIN 48 and issues relating to waivers and spoliation of evidence.
This program is appropriate for those looking for a deeper understanding of privilege in order to better serve their clients.
