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Protecting an Accountant's Confidential Information

October 2015
Daily Report

In an article published on Oct. 12, 2015, David N. Dreyer provides insight on three potential ways to protect an accountant's confidential information. Many attorneys, particularly tax practitioners, constantly utilize and collaborate with accountants to determine damages or expose financial improprieties. Whether consulting a client’s in-house or outside accountant or utilizing an accountant as an expert witness, care must be taken to protect confidential information. Dreyer discusses the three ways to protect confidential information which include relying on the limited accountant-client privilege, where available, entering into a Kovel agreement with an accountant and designating an accountant as a consulting or testifying expert witness. For the full article, you may click here.