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    August 2014

    To Be or Not to Be—A Trustee
    CPAs may fit the fiduciary role best because of their tax, accounting and financial planning backgrounds, but there are considerations to make before taking on the role of trustee for your client.
    Circular 230
    Recently issued final regulations made various changes to Circular 230, including the elimination
    of complex rules for “covered opinions” and expanding written tax advice requirements.

    More About California CPA