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CPA-Client Privilege: Confidentiality and Limitations

Date: Wednesday, February 27, 2019
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00


Gain a better understanding of the confidentiality privileges that apply to communication between CPAs and their clients.

Communications between clients and lawyers have received significant protections. Communications between clients and CPAs may also be kept confidential, however, the nature of the relationship between the CPA and clients means that many of the communications will not remain confidential and, therefore, will not be privileged.

Learn about the potential privileges that may apply to communications between CPAs and their clients. Review those areas in which the CPA will not be able to maintain the client’s confidentiality.

Learning Objectives:

  • You will be able to describe when a CPA is able (and not able) to claim a privilege over materials provided by clients.
  • You will be able to explain to clients what materials and communications can and cannot remain privileged.
  • You will be able to identify when a client should be referred to counsel to retain client confidentiality.
  • You will be able to recognize situations in which a client’s confidentiality may be jeopardized or even waived.
This Live Webinar Covers These Hot Issues:

Privileges in Tax Practice

• Attorney-Client Privilege
• IRC Section 7525 Privilege
• Work Product Doctrine
• Fifth Amendment
• Settlement Communications

Attorney-Client Privilege

• Elements
• Waiver
• Kovel Arrangements
• International Standards

Internal Revenue Code Section 7525 Privilege

• Elements
• Exceptions

Work Product Doctrine

• Standards
• Waiver

Fifth Amendment

Settlement Communications

Credit Information (Sponsored by Lorman Education Services):

  • CFP
  • CLE
  • CPE
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Stephen J. Turanchik, Paul Hastings LLP

  • Attorney in tax litigation and controversy practice of Paul Hastings LLP
  • Practice emphasizes all aspects of tax controversy and litigation and federal, state and local levels
  • Regularly conducts seminars and live presentations on the taxation of cryptocurrency, tax consequences of settlements and privilege issues for attorneys and CPAs
  • Adjunct professor at Loyola Law School where he teaches the income taxation of property transactions
  • LL.M. degree in taxation, NYU School of Law; J.D. degree, Fordham University School of Law; B.A. degree in economics, College of the Holy Cross
  • Can be contacted at 213-683-6187 or

(Not available outside the US)