Name *

Email *

Phone *

Question or Comments

Submit

Thursday, June 23, 2011 Confidential Communications Recently, we had communication with a client about her foreign bank accounts. Can the IRS ask us to reveal what the client told us?  The US Constitution allows you to refuse to testify against yourself, but what about a subpoena directed to your professional advisors?  A recent article of interest discussed this issue and we thought it made for good reading.    http://blogs.forbes.com/robertwood/2011/06/21/can-irs-force-your-accountant-to-talk/# In summary, the attorney/client confidentiality rules remain strong.  Discussions with other advisors are likely not protected unless the attorney hires that advisor for the client. Permanent Link write a comment

Subscribe via Email Subscribe via RSS Previous Posts Whitney Houston's Will -- What We Learn From It Long Term Care Insurance Woes Family Limited Partnerships The President's Tax Proposals Name Guardians for the kids NOW. Will Steve Jobs Owe Estate Tax? Don't Bequeath a Digital Delay Medicaid at Age 67? Legal Zoom Settles the Case Veteran's Pensions Blog Categories Elder Law Estate Planning Federal Estate and Income tax Planning for Chidren Real Estate Veteran's Benefits Blog Links Archived Posts 2012 April Whitney Houston's Will -- What We Learn From It Long Term Care Insurance Woes March Family Limited Partnerships February The President's Tax Proposals January Name Guardians for the kids NOW. 2011 November Will Steve Jobs Owe Estate Tax? October Don't Bequeath a Digital Delay September Medicaid at Age 67? Legal Zoom Settles the Case August Veteran's Pensions What to Keep (or not) in Your Safe Deposit Box When the Help Become the Abusers Ex-Spouse Gets Last Laugh: Beneficiary Designations Matter Legal Forms On-Line July New IRS Mileage Rates June Turning 18 Years of Age Title Insurance 101 Confidential Communications Elder Abuse Statistics are Shocking 2010 November Veteran's Pensions April Estate Tax Update

The Law Offices of Rudnitsky & Hackman, LLP assist clients with Estate Planning, Wills, Trusts, Advanced Estate Planning, Special Needs Planning, Pet Trusts, Asset Protection, Probate and Estate Administration, Elder Law, Medicaid Planning, Business Law, Workers Compensation, Commercial Real Estate, Residential Real Estate, Family Law, and Divorce in Selinsgrove, Pennsylvania as well as Shamokin Dam, Sunbury, Lewisburg, Freeburg, Winfield, Beaver Springs, Dornsife, Kreamer, Northumberland, Port Trevorton, New Berlin, Herndon, Middleburg, Penns Creek, Paxtonville, Mifflinburg, Rebuck and Trevorton in Snyder County, Northumberland County and Union County.