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Posted by studiocenter on Oct 1, 2012

How to Survive a Visit from the IRS or DOL

In this issue:

  • What Are They Looking for, Anyway?
  • Department of Labor
  • Internal Revenue Service
  • Why Me?
  • What Should You Do When You Receive an Audit Notice?
  • What Should You Do on the Big Day?
  • Be Organized
  • Be Helpful
  • Be Judicious
  • Be Confident…but Respectful
  • Be Willing to Ask for Help
  • What Can You Do before You Get an Audit Notice?
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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