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Attorney-Client Privilege Key for Californians with Swiss Bank and Investment Accounts

How is “attorney-client” privilege going to help with the exposure Californians face thanks to the Swiss Banks and the IRS? You’ve been sheltering income and assets in your Swiss bank and investment accounts for years, never believing that the Swiss would relinquish one of their greatest strengths: secrecy. Now, all of your information has or will be divulged to the IRS and you are facing substantial financial implications as well as potential criminal charges. The attorney-client privilege is going to be a key factor for you in the next few months. You are working to restructure your financial world, and you will need the guidance of expert professionals. However, the information you will need to disclose in order to get to the answers you need is the same information that the IRS can use against you in its own proceedings as well as in a criminal court.

Attorney-client privilege only extends to your relationship with an attorney. The information you disclose to a CPA or tax advisor can be compelled from them by the IRS and law enforcement under subpoena. Allen Barron provides the best combination of expertise to guide you through these challenging times. As an attorney, Janathan Allen can provide the protections of attorney-client privilege to all of the delicate information you will need to disclose. Her additional skills as a tax expert will be of service to you as we work through all of the implications of recent developments, and develop strategies to minimize your exposure and maximize your financial position. The shield of attorney-client privilege will allow you to fully disclose your accounts, assets and transactions while having access to the tax and accounting expertise you need. Contact Allen Barron today for a consultation at 866-631-3470, and take advantage of the maximum protection provided to you under the law with attorney-client privilege while developing a solution to the implications of your Swiss banking and investment accounts.