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CPA-Client Privilege: Confidentiality and Limitations - Webinar

  • ID: 4745894
  • Webinar
  • February 2019
  • Region: Global
  • Lorman Business Center, Inc.
Gain a better understanding of the confidentiality privileges that apply to communication between CPAs and their clients.

Communications between clients and lawyers have received significant protections. Communications between clients and CPAs may also be kept confidential, however, the nature of the relationship between the CPA and clients means that many of the communications will not remain confidential and, therefore, will not be privileged. Learn about the potential privileges that may apply to communications between CPAs and their clients. Review those areas in which the CPA will not be able to maintain the clients confidentiality.

Learning Objectives
  • You will be able to describe when a CPA is able (and not able) to claim a privilege over materials provided by clients.
  • You will be able to explain to clients what materials and communications can and cannot remain privileged.
  • You will be able to identify when a client should be referred to counsel to retain client confidentiality.
  • You will be able to recognize situations in which a clients confidentiality may be jeopardized or even waived.
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Privileges in Tax Practice
  • Attorney-Client Privilege
  • IRC Section 7525 Privilege
  • Work Product Doctrine
  • Fifth Amendment
  • Settlement Communications
Attorney-Client Privilege
  • Elements
  • Waiver
  • Kovel Arrangements
  • International Standards
Internal Revenue Code Section 7525 Privilege
  • Elements
  • Exceptions
Work Product Doctrine
  • Standards
  • Waiver
Fifth Amendment

Settlement Communications
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Stephen J. Turanchik - Paul Hastings LLP
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This webinar is designed for accountants, presidents, vice presidents, controllers, business owners and managers, finance executives, brokers, tax managers, financial planners and attorneys.
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