Insights
Events

When Tax Cases Go Criminal - What CPAs Need to Know About Client Privilege

5/11/2016 12:00pm2:00pm
Farella Braun & Martel LLP
Russ Building, 235 Montgomery Street
San Francisco, CA

California Society of CPAs SF Taxation Committee, EPFP Committee & Farella Braun + Martel LLP Panel Discussion:

When Tax Cases Go Criminal - What CPAs Need to Know About Client Privilege

Cost: $20/members; $30/nonmembers – Lunch is included

The program will explain the various types of privilege that may apply in an accountant-client relationship and what CPAs can do to protect their client confidences if they suspect that a client may face criminal liability for violation of the tax laws. This will include best practices for establishing a Kovel relationship.

  • Learn how to protect your client's confidences under applicable privilege laws.
  • Gain insight into how privilege disputes arise in criminal and civil litigation and how to respond.
  • Understand the various types of privilege available to tax practitioners and when they may apply.

11:45 a.m. - Registration opens
Noon - 1 p.m. - Presentation
1:00 - 2:00 p.m. - Networking

Register to attend.

Firm Highlights

News

California Won’t Budge on OZ Conformity but Gets Bulk of Investments

Julie Treppa spoke at Bisnow's California Opportunity Zone Summit on April 15.   In the article, "California Won’t Budge on OZ Conformity but Gets Bulk of Investments, "  Julie said one of the reasons opportunity zone investments...

Read More
News

Farella Braun + Martel Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars

Thirty-seven Farella Braun + Martel lawyers were named to the Super Lawyers and Rising Stars lists of top attorneys in Northern California for 2021. 2021 Farella Northern California Super Lawyers: George Argyris – Estate...

Read More
News

51 Farella Lawyers Listed in The Best Lawyers in America© 2022 and Best Lawyers: Ones to Watch

Forty-six Farella Braun + Martel lawyers were selected by their peers for inclusion in the 2022 edition of The Best Lawyers in America © .  Five Farella lawyers were named to Best Lawyers: Ones to...

Read More
News

Douglas Young Receives 2021 Judge Learned Hand Award From AJC San Francisco

Read More
News

Farella Braun + Martel Shortlisted for Three 2021 Benchmark Litigation Awards

Northern California legal powerhouse Farella Braun + Martel has been shortlisted for three 2021 Benchmark Litigation awards. The firm was shortlisted for “San Francisco Firm of the Year” and in the California White-Collar Crime...

Read More
News

Chambers USA 2021 Recognizes Farella Braun + Martel Attorneys, Practices

Farella Braun + Martel announces that Chambers USA has recognized 13 lawyers and 6 practice areas in the legal directory’s 2021 edition. Individual Rankings: Tyler Gerking – Insurance: Policyholders Jeffrey Hamilton – Cannabis Law...

Read More