Stephen A. Josey will moderate a panel titled "Blurring the Lines: When Is Tax Advice Subject to the Attorney Client Privilege?" at the NYU SCPS 11th Annual Tax Controversy Forum

Tax lawyers often provide clients with advice on how things should be treated on a tax return. Are these communications legal advice or accounting advice? What is the difference between tax advice and return preparation advice? Are there clear rules that provide guidance in these areas? This panel reviews the way in which courts apply the attorney client privilege to lawyers who give tax advice and explains how you can insure that your communications with your client remain confidential. 

Moderator: Stephen Josey, Esq., Associate, Kostelanetz & Fink, New York, NY 
Ian M. Comisky, Esq., Partner, Fox Rothschild, Philadelphia, PA 
Carlos F. Ortiz, Esq., Partner, Norton Rose Fulbright US, New York, NY 
Amy Walsh, Esq., Partner, Orrick, Herrington & Sutcliffe, New York, NY

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June 21, 2019 at 4pm - 5pm
The Crowne Plaza Times Square Manhattan
1605 Broadway
New York, NY 10019
United States
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