“Ethical Standards of Employee Benefit Practice” will address an employee benefits practitioner’s ethical standards of conduct under Circular 230 for communications with clients and the IRS. Other information will include:
- an analysis of the ethical rules for a practitioner’s duty of diligence in obtaining accurate and complete information;
- advising clients on tax positions and potential penalties; and
- reporting information to the IRS.
You can email questions to firstname.lastname@example.org by January 22. The forum will broadcast on January 29 (register here) and rebroadcast on February 6 (register here).