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U.S. Court of Appeals for the 9th Circuit

Jan. 10, 2013

Sideman & Bancroft cannot shield ex-client's financial records from IRS criminal probe

A San Francisco law firm cannot shield the financial records of a client from an IRS criminal investigation, a 9th U.S. Circuit Court of Appeals panel held Tuesday.


By John Roemer


Daily Journal Staff Writer


A San Francisco law firm cannot shield the financial records of a client from an IRS criminal investigation, a 9th U.S. Circuit Court of Appeals panel held Tuesday.


The client, San Ramon divorce lawyer Mary A. Nolan, had lodged the documents - a pile of paper said to be 66 inches high - with her then-lawyers at Sideman & Bancroft LLP. Sideman partner Jay R. Weill resisted an IRS administrative summ...

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