Be Careful What You Say: Accounting Privilege Is Weak

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You've scheduled a meeting with your trusted accountant to discuss a difficult transaction, assist with due diligence, structure a business deal, or simply to seek the accountant's sage advice while negotiating the best deal. Will your conversation be privileged, as it likely would be if you were consulting your attorney? The simple answer is "no," not even close, unless a very narrow exception applies.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Kerry Shepherd, Markowitz, Herbold, Glade & Mehlhaf, P.C. | Attorney Advertising

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