Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Compliance January 10, 2013
IRS Forum to Address Tax-Advice Standards
The Internal Revenue Service (IRS) will hold
a free phone forum for practitioners offering tax advice for employee
benefit plans.
Reported by PLANADVISER staff
Karen Hawkins, the director of the Office of Professional Responsibility (OPR) and Gabriel Minc, a senior tax law specialist in Employee Plans, will focus on the standards for written tax advice for, and the accountability of, employee benefit plan practitioners under Circular 230 and the Internal Revenue Code.
The phone forum will be held Wednesday, February 13, at 2 p.m. Eastern time. Suggestions for specific matters to address may be e-mailed to the IRS at ep.phoneforum@irs.gov by February 8.
Registration for the event is here.
You Might Also Like:
Compliance Year in Review
David Kaleda, an ERISA expert, reflects on the year that was for plan fiduciaries.
IRS Reminds Retirees to Take RMDs Before Year-End
Those aged 73 and older must take their required minimum distribution from defined contribution plans and IRAs.
DOL Releases Informational Copies of 2024 Form 5500s
The instruction updates include how to report on pension-linked emergency savings accounts.