Considerations For Protecting Privileged Documents if the IRS Comes Knocking: A Brief Exploration of Privilege Nuances in the Tax Context

ALI CLE’s The Practical Tax Lawyer

Kathleen (Kat) Saunders Gregor Elizabeth Julia Smith, Elizabeth (Liz) Tolon

Partner Kathleen Gregor co-authored this analysis of attorney-client and other privileges in the tax context, including an overview of two key exceptions: waiver and the crime-fraud exception.

This article appeared in ALI CLE’s The Practical Tax Lawyer. The full issue can be found at