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Connecticut Bar Association: 2024 Federal Tax Institute of New England (FTINE2024)

Overview


Edward L. Froelich presented on “Attorney-Client Privilege in Tax Examinations” at the Connecticut Bar Association: 2024 Federal Tax Institute of New England (FTINE2024) on November 14, 2024, in Portland, CT. The presentation provided an overview of attorney-client privilege, Section 7525 privilege, work product protections for tax documents, and a discussion of various scenarios implicating the waiver of these protections.

Learning objectives included:

  • All the elements of these protections
  • Common mistakes leading to waiver or failure to create these protections in the first place

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