November 15, 2022
A law firm challenging an IRS summons for client records in an offshore tax dodging probe likely provided all documents sought by the agency, the U.S. told a Texas federal court, saying it "does not intend to seek further orders of enforcement at this time."
October 14, 2022
A law firm continued efforts in Texas federal court to shield client documents from the IRS, which suspects the clients of concealing taxable income overseas, with the firm saying they didn't forfeit attorney-client privilege or other protections for the records.
December 22, 2021
Significant rulings in international tax cases during 2021 put European Union and U.S. tax policies to the test while also suggesting an erosion of attorney-client privilege stateside. Here, Law360 examines the top rulings of the year in three distinct areas of international tax.
December 14, 2021
A Texas federal court reopened a summons seeking information on a law firm's clients who may have concealed taxable income overseas, after the U.S. Supreme Court declined to review the firm's appeal in October, according to a recent order.
October 07, 2019
A Texas federal court paused a summons looking into a law firm's clients who may have concealed taxable income overseas, saying the firm could endure irrevocable harm if the summons is executed but found improper on appeal.
July 31, 2019
The U.S. has asked a Texas federal court not to pause an Internal Revenue Service summons seeking information on clients suspected of using a law firm to hide taxable income overseas, saying it was likely to be upheld on appeal.
July 29, 2019
A law firm told a Texas federal court Monday it should halt a John Doe summons seeking material on clients suspected of using the firm to hide taxable income overseas, while it awaits an appeal in the Fifth Circuit.
May 16, 2019
The U.S. can enforce an Internal Revenue Service summons for client information from the Taylor Lohmeyer Law Firm because the firm failed to show attorney-client privilege protected the information, a Texas federal court found.
April 19, 2019
An Internal Revenue Service summons to a law firm for information related to clients who sought legal advice on foreign accounts and entities would not violate attorney-client privilege or violate the clients' confidentiality, the United States argued Thursday.
February 14, 2019
Taylor Lohmeyer Law Firm PLLC lacks standing to challenge an Internal Revenue Service summons for information related to clients who sought the firm's legal advice about foreign transactions and offshore accounts, the government has told a Texas federal court.