Northeast Chapter

Important Circular 230 Guidance: Should I Drop My Disclaimer?

Published July 23, 2014
Last month, the Internal Revenue Service announced new rules regarding Circular 230 disclaimers. While the Treasury and the IRS expect that these amendments will eliminate the use of a Circular 230 disclaimer in email and other documents, from a professional liability standpoint it may be prudent to continue use of a revised disclaimer.

What's a tax professional to do?  Read more and access additional resources from AAA member, NAPLIA.