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Maintaining Privileges When Kovel Accountants Prepare Tax Returns by Evan Davis

Is this merely a theoretical problem? No. The IRS and Justice Department are pursuing Kovel communications aggressively. Lawyers who aren’t careful about how and when they use Kovel accountants are at serious risk of losing privilege protections and giving the government a window into the attorney-client relationship.
Although it’s impossible to entirely avoid risk in this area, here are suggestions for best practices when using Kovel accountants.

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