Finance Experts Forum 2

A collection of information concerning finance, that includes articles on 419 plans, 412i plans, captive insurance, IRS audits, and much more.

Showing posts with label Accountants. Show all posts

Showing posts with label Accountants. Show all posts

Accountants, insurance professionals and others need to be careful that they don’t become what the IRS calls material advisors.

Accountants, insurance professionals and others need to be careful that they don’t become what the IRS calls material advisors.

Posted by Lance Wallach at 5/08/2024 11:30:00 AM 1 comment:

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Labels: Accountants, insurance, IRS, Lance Wallach, Lance Wallach Expert Witness, Material Advisors

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