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Practitioner-Client Privilege

Sharing CPA’s tax memos with lender didn’t waive practitioner-client privilege

Sharing CPA’s tax memos with lender didn’t waive practitioner-client privilege

Schaeffler, (CA 2 11/10/2015) 116 AFTR 2d ¶ 2015-5407 The Court of Appeals for the Second Circuit, vacating and remanding a district court decision, has held that where a financially troubled corporate group shared memos prepared by its CPA on a potential restructuring and refinancing plan, with its major lender, the group didn’t waive practitioner-client […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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Member CA Bar Member Orange County Bar US Tax Court Attorney