tag:blogger.com,1999:blog-6318055043707993918.post6590256257971079459..comments2024-02-20T02:12:18.090-05:00Comments on THE WANDERING TAX PRO: AVOIDING THE PENALTY ON A PREMATURE IRA WITHDRAWALRobert D Flachhttp://www.blogger.com/profile/06034127763662917220noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6318055043707993918.post-81427682686141188362011-05-02T17:08:35.518-04:002011-05-02T17:08:35.518-04:00Does anyone else thing I did anything wrong in usi...Does anyone else thing I did anything wrong in using a real life example, without names, numbers, or any specific personal information, to explain a tax topic?<br /><br />Geez. From now on I will present any "case study" as if I made up the situation.<br /><br />TWTPRobert D Flachhttps://www.blogger.com/profile/06034127763662917220noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-91337845662036403292011-05-02T16:57:57.654-04:002011-05-02T16:57:57.654-04:00I didn't say there was a problem. So long as ...I didn't say there was a problem. So long as you got permission from the clients, there isn't one.<br /><br />You disclosed quite a bit of identifying information (former tax preparer, approximate ages, husband's medical condition, wife's employment status), and IRS regulations prohibit disclosure of all tax return information (not just identifying tax return information) without written consent.<br /><br />Surely there are better ways to cut down on your number of clients if you can't handle the volume.Anthonynoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-1104144502622913172011-05-02T11:07:37.895-04:002011-05-02T11:07:37.895-04:00Anthony-
What is the problem? No names were ment...Anthony-<br /><br />What is the problem? No names were mentioned. No one but me knows who my clients are.<br /><br />TWTPRobert D Flachhttps://www.blogger.com/profile/06034127763662917220noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-83629295003857425592011-05-02T10:39:53.008-04:002011-05-02T10:39:53.008-04:00If you got permission from the couple to tell thei...If you got permission from the couple to tell their story on your blog, you should mention this.<br /><br />Or maybe you just want to start *really* cutting down your number of clients.Anthonynoreply@blogger.com