Brief filed: 06/15/2020
Taylor Lohmeyer Law Firm v. United States
5th Circuit Court of Appeals; Case No. 19-50506
Panel decision 957 F.3d 505 (Apr. 24, 2020)
Decision below 385 F.Supp.3d 548 (W.D. Tex. May 15, 2019)
In Lohmeyer, the IRS issued a John Doe summons for the names of all of the clients of the Lohmeyer firm who had sought legal advice concerning off shore tax shelters. The Amicus takes the position that the purpose for which such clients seek legal advice is privileged and thus the identity of those clients who sought the advice is privileged because it would reveal their motive for seeing legal advice.
Gerald H. Goldstein and Cynthia Eva Hujar Orr, Golstein & Orr, San Antonio, TX.