Stephen A. Josey moderated 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 reviewed 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.