Circular 230: new rules on written tax advice.

The Tax Adviser;  October 1, 2005 ;     700+ words ......issuance of written tax advice by tax practitioners...preparation of written advice but, also, Section...accept on using the written advice for the proposed...simple and routine tax advice be subject to...covered opinion is written advice ...

Revised Circular Requirements for Written Tax Advice

The Attorney - CPA;  January 1, 2006 ;     700+ words ......professionals who render tax advice and, effective...requirements for certain written advice that constitutes...applicable to written tax advice. A covered opinion is written tax advice by a practitioner...purpose, if the written advice falls ...

Privileged tax advice may not be 'privileged' much longer.(Washington...

Financial Executive;  May 1, 2005 ;     700+ words ......course, is that companies that disclose tax advice to auditors will waive the right to protect that tax advice against compelled disclosure to the Internal...required to waive the privileges for the tax advice that is disclosed to the auditors, and also for all other tax ...

To Disclaim or Not To Disclaim: IRS Circular 230 Requirements for Written...

The Georgetown Journal of Legal Ethics;  July 1, 2006 ;     700+ words ......practicing in the federal tax field are not only obligated...professionals providing tax advice."7 The Circular 230 revisions...new requirements for all written advice, including emails, concerning federal tax issues.8 The recent revisions...requirements to standard tax ...

Circular 230-things are a-changin': stricter rules for the written advice...

National Underwriter Life & Health;  June 20, 2005 ;     700+ words ......roles will affect anyone who issues written advice concerning certain tax-favored...the covered opinions (and other written advice) their clients may be receiving...December 2004) a covered opinion means written advice (including e-mails) that concerns...avoidance or evasion of tax ...

Fed: Costello says ministers can't always check written advice

AAP General News (Australia);  February 19, 2002 ;     248 words ......says ministers can't always check written advice CANBERRA, Feb 19 AAP - Ministers who received written advice that asylum seekers threw their children...told reporters. They rely on the written advice which was tendered to them. Prime...

New non-disclosure regime explained: a recent change in tax legislation...

NZ Business;  October 1, 2005 ;     625 words ......could rely on to resist disclosure of tax advice to the Department of Inland Revenue...have a similar non-disclosure right for tax advice provided by approved non-lawyer tax advisors...belongs to the taxpayer and protects tax advice documents from disclosure to Inland Revenue...

The cost of tax advice

Intheblack;  August 1, 2008 ;     700+ words ......The balance of our fee will be charged for tax advice and will be wholly deductible." (Obviously that...exceptionally high fee for the mere provision of tax advice). Presumably, the tax advice said that Harvey would be entitled to a tax...

Americans Want Confidentiality Protection for Tax Advice

U.S. Newswire;  March 24, 1998 ;     308 words ......choose an attorney over a CPA to keep tax advice confidential from the Internal Revenue...uniform confidentiality protection for tax advice from any federally authorized practitioner...should have a right to privacy in the tax advice they receive from qualified tax practitioners...

ATO OK's tax advice.

Australasian Business Intelligence;  May 31, 2005 ;     156 words ......permitted to charge a fee for providing tax advice. The ATO establishes that financial planners can offer tax advice provided it is ancillary to another...debating whether planners should give tax advice. Publication Date: 30 May 2005 FINANCIAL...

Tax advice on the cheap Clare Francis tries out the new phone and web...

The Independent - London;  July 9, 2000 ;     602 words ...When it comes to getting tax advice, accountants can hold us to ransom...are bringing down the cost, making tax advice accessible to a wider audience...comprehensive is it? Experts Unlimited, a tax advice line launched in May, enables you...

Tax advice team to visit.(News)

South Wales Echo (Cardiff, Wales);  June 25, 2002 ;     30 words ...TAX advice will be available in Cardiff when the Inland Revenue mobile advice team comes to the capital from July 1 to July 5. The team will be at the Capitol Centre from 9am to 3.30pm daily.

[873] FPA welcomes Tax Office ruling on giving tax advice.

Australasian Business Intelligence;  June 3, 2005 ;     155 words ......reflects its submission, made in April 2004, which stated that tax advice is an important part of a financial plan. According to Kerrie...well protected under the Financial Services Reform Act for tax advice provided by financial planners. Publication Date: 27 May 2005...

Walking the line: when is tax advice a conspiracy to defraud the...

Australasian Business Intelligence;  April 17, 2007 ;     225 words ......for conspiracy, is illustrative of many of the issues around tax advice in such situations. Three of those convicted were accountants...advisers is to be vigilant in maintaining a division between tax advice planning and the construction of schemes that promote tax...

[1718] ATO "round table" on tax advice given by unregistered persons.

Australasian Business Intelligence;  October 23, 2003 ;     137 words ......that some unregistered tax agents in Australia may be giving tax advice. There are concerns that certain holders of the Australian Financial Services Licence may be charging for tax advice when they are not registered tax agents. Publication Date...