Can I Say That? Understanding §7216

With: Melinda Garvin EA, RTRP

Can I Say That? Understanding §7216

Session#: 930-09

In the old days, we could introduce our client to someone as "this is Sue Jones, a tax client of mine" and it was no problem. In the old days, your client would call and say, "I'm buying a car…send my tax return to my banker" and it was no problem. The new rules and restrictions of §7216 create everyday problems by complicating our ability to use and/or disclose tax return information. Section 7216 affects how we maintain close contact with our clients and accommodate their needs. We need to have a thorough understanding of the new rules to avoid criminal and civil penalties. This session will explain when you need to get a client's consent and when you don't. It will include templates of the mandatory language in the consent forms that you can use in your office. Is your firm compliant?

Melinda Garvin EA, RTRP

Melinda is the Founder, President and Co-Owner of Foos-Garvin Accounting, Inc., a full-service, small-town, practice serving the needs for 2,000 clients. She… more details

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