Joseph M. Cacace in an article published by Massachusetts Lawyers Weekly addresses when tax returns are privileged in discovery.
In light of important financial information contained in tax returns, litigants often seek tax returns in discovery, according to Mr. Cacace.
"In a lawsuit, the sensitive financial information in a tax return could impact the merits of the case and could affect the other side's approach to settlement," Mr. Cacace wrote in the article published in the March 5 issue.
He explains that the rules governing when tax returns are discoverable vary at the state and federal levels, and offers key pointers to consider when seeking tax returns or responding to requests for them in discovery.
Mr. Cacace is a litigation attorney at Todd & Weld LLP, concentrating his practice on complex business disputes, intellectual property, employment law, professional malpractice, defamation, civil rights, and appellate litigation.