Tax practitioners are familiar with the substantive aspects of tax planning and advice, but considerations regarding the confidentiality of tax analysis and taxpayer communications are sometimes overlooked. This blog highlights some pitfalls that may result in an unintended “audit roadmap” on those transactions for which tax planning advice has been provided. This blog only covers (and generally discusses) privileges that commonly apply for federal tax purposes. It does not address state tax rules and nuances.
Privilege Protections
