Valuations play a central role in tax and wealth transfer planning, but they don't automatically carry attorney-client privilege or work-product protection. In this article for the Nebraska CPA, Koley Jessen attorneys Nathan Patterson and Haley Faust Leise explain when that protection actually applies to CPAs and appraisers working alongside counsel, and how to avoid inadvertently waiving it when valuations are shared with the IRS. Read the full article at the link below. 

_{This content is made available for educational purposes only and to give you general information and a general understanding of the law, not to provide specific legal advice. By using this content, you understand there is no attorney-client relationship between you and the publisher. The content should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.}