Return to Tax Industry News
 

Post Date:  5/14/2014
Last Updated:  5/14/2014

Summary
Cross References
Rev. Proc. 2013-14

An article written by Paul Roberts, Executive Editor for Tax Materials, Inc., was the cover story for the May/June 2014 edition of the EA Journal, published by the National Association of Enrolled Agents. The article, entitled "Disclosure and Use of Client Information," addresses new rules for handling client information, and includes wording to be used for disclosure and use of tax return information in specific situations. Roberts has written several articles for trade publications dealing with ethics and rules of professional responsibility, and has presented the subject to tax professionals as a seminar speaker.

Print Version:  Click here to view the article.