August 05, 2022
A law firm cannot claim attorney-client privilege to shield itself from a summons issued by the Internal Revenue Service seeking records on its captive insurance clients, the Eleventh Circuit said Friday, affirming a lower court's ruling.
April 15, 2021
A Georgia federal court properly rejected a law firm's challenge to an Internal Revenue Service summons seeking information on its captive insurance clients because the request was within the agency's authority, the U.S. has told the Eleventh Circuit.
March 15, 2021
An IRS summons seeking 11 years' worth of information on a law firm's captive insurance clients is abusive, the firm told the Eleventh Circuit on Monday, asking it to reverse a lower court's ruling requiring it to comply with the request.