Robin Greenhouse will be speaking during a panel that will discuss the proper assertion of privileges in IRS audits - including how to balance zealous protection of client confidences with ethical obligations.
The IRS’ ability to audit tax returns depends in large part on obtaining information from taxpayers. At the same time, taxpayers are privileged from providing certain information and it is often incumbent on tax practitioners to make the initial determination of what information is subject to privilege. Responsible practitioners have obligations to make privilege determinations objectively and in good faith. A panel of leading practitioners will review the evolving scope of privileges and use real-world hypotheticals to illustrate the line between proper assertions of privilege and improper withholding of information.