OBA Taxation Law PROGRAM | 12:00 PM to 1:30 PM (ET)

Join us for this comprehensive guide to privilege, with specific focus on its application in tax planning and litigation. Our expert panel will examine the scope, limitations and practical nuances of privilege, including:

• Understanding Privilege: Current landscape and key types of privilege 
• Solicitor-Client Privilege: Foundational aspects and practical applications, including the recent Coopers Park and Gaudreau decisions, and the impact of third parties such as accountants on maintaining privilege.
• Litigation Privilege and Settlement Privilege: Key distinctions, when they arise, practical implications, and how they can be maintained during disputes or negotiations.
• Best Practices: Practical strategies to preserve privilege in tax matters, including document management, communication with clients, and collaborations with external professionals.

Register now to gain actionable strategies in navigating privilege issues effectively, protecting client confidentiality, and mitigating risks.

PROGRAM CHAIR

Brian Studniberg, Henein Hutchison Robitaille LLP

SPEAKERS

Ben Grant, SmithValeriote Law Firm LLP
Brittany Rossler, Thorsteinssons LLP
Molly Luu, Miller Thomson LLP