Join David A. Hughes for the American Bar Association’s 2023 May Tax Meeting in Washington, DC. You can register for the event here. See below for more information on David’s presentation.
“Attorney-Client Privilege and the State and Local Tax Lawyer: Limits and Traps”
1:15 PM ET | Marriott Marquis Washington, DC
As every attorney knows, the attorney-client privilege is a rule that protects communication between a lawyer and his or her client. Under this rule, not only must lawyers keep their client’s communications confidential, but they also cannot be forced to disclose those communications in any legal proceeding. Yet the privilege is not absolute. It has its limits, which were recently addressed in the case of In re Grand Jury concerning the distinction between protected legal advice and unprotected tax return preparation advice.
During this session, David and his co-speakers will explore the limits of the attorney-client privilege in a tax context and examine the potential traps faced by state and local tax lawyers when they advise their clients.