Accountant’s Documents Relating to Transfer Tax and Merger Issues Not Covered by Attorney-Client Privilege

Business Valuation Update BVLaw
Legal and Court Case Update
April 1, 2002

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1311 Crude Petroleum and Natural Gas
estate and gift taxation
William Cavallaro; Patricia Cavallaro v. United States
No. 01-2237 (1st Cir. 2002)
US
Federal Court
1st Circuit
United States Court of Appeals
Lynch

Summary

The U.S. Court of Appeals for the 1st Circuit declined to quash the IRS’ subpoena of an accounting firm’s records relating to work it performed regarding transfer tax and merger issues for the petitioners, their sons, and their companies.

See Also

William Cavallaro; Patricia Cavallaro v. United States

Full Text of Court Cases
April 1, 2002

The U.S. Court of Appeals for the First Circuit declined to quash the IRS’ subpoena of an accounting firm’s records relating to work it performed regarding transfer tax and merger issues for the petitioners, their sons and their companies. The court rejec ...