Changes Coming to Attorney-Client and Tax Practitioner Privilege

So, your client calls you and says they have a great idea for reducing their tax liability. You steel yourself while raking the sand in your desktop Zen garden and practicing that box breathing technique you’ve been working on. Of course, it’s the most harebrained scheme you’ve ever heard—the kind that makes you imagine what your client would look like in a bright orange jumpsuit. You say it’s a bad idea before hanging up to reflect on your career choice—but what do you do now?

The Shields of Privilege

You would think the issue of the metes and bounds of ...