IRS fines material advisors YOU - Retirement Plans in General - BenefitsLink Message Boards
IRS fines material advisors YOU - Retirement Plans in General - BenefitsLink Message Boards: Material advisors who make a tax statement on or after November 2, 2006, with respect to transactions entered into on or after November 2, 2006, have disclosure and list maintenance obligations under sections 6111 and 6112. Persons required to disclose these transactions and/or maintain lists of ...
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