On June 23, 2021, Megan L. Brackney presents “Attorney-Client and Accountant-Client Privileges in the Tax Context” for CPA Academy.

CPAs, Enrolled Agents, and other tax practitioners should understand the attorney-client and federally authorized tax practitioner privileges in the specific context of tax to ensure that they are protecting their clients’ communications. This panel will discuss the scope of attorney-client privilege, including the Kovel privilege, and the federally authorized tax practitioner privilege under Sec. 7525 of the Code. We will discuss the sometimes blurred lines between legal services and tax return preparation, questions of confidentiality and waiver of privilege for items disclosed on tax returns, and other privilege issues specific to tax.

Click here for more information and to register.