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Circular 230: What Estate Planners Need To Know

This practical and useful 2.1-hour program, presented June 20, 2005 by Louis A. Mezzullo, Esq., provides a vitally important analysis of Circular 230. Every estate planner needs to know how to comply with the provisions of these new IRS requirements. Mr. Mezzullo, a partner at the Rancho Santa Fe, California, office of Luce, Forward, Hamilton & Scripps LLP, explains the law and gives important suggestions and warnings.

Major topics include:
• History of Circular 230
• Covered Opinions
• Compliance
• Best Practices for Tax Advisors
• Effective Date
• Need for Additional Clarification
• Analyzing A Transaction under Circular 230
• Required Disclosures
• Covered Opinion Requirements
• Suggested Disclosure Statement
• Hypothetical Example
• More
 

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