IRS to Hold Forum on Conduct

The IRS is holding a phone forum to discuss ethical standards of conduct.

“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 by January 22. The forum will broadcast on January 29 (register here) and rebroadcast on February 6 (register here).