[WSBARP] Will of Michael John Anderson, resident of Poulsbo?

[Roger Hawkes]

Thanks.  I don’t think it is either prohibited or required.  Stating such as required is probably misinforming the recipients, however.

Roger Hawkes, WSBA # 5173
19909 Ballinger Way NE
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com>
206 367 5000
Fax is 206 367 4005

From: Kathryn R. McKinley [mailto:Kathryn.McKinley at painehamblen.com]
Sent: Saturday, December 06, 2014 10:16 AM
To: WSBA Real Property Listserv
Subject: Re: [WSBARP] Will of Michael John Anderson, resident of Poulsbo?

Circular 230 language is not only not required, but is prohibited. See the following from the IRA Office of Professional Responsibility


Tax Notes Today
June 18, 2014
OPR WILL TELL PRACTITIONERS TO REMOVE CIRCULAR 230 DISCLAIMERS
William Davis
The IRS Office of Professional Responsibility will send letters asking practitioners to
stop using Circular 230 disclaimers saying the disclaimer is required, OPR Director
Karen Hawkins said June 17.

Many practitioners continue to use the Circular 230 disclaimer in their e-mails even
though the IRS finalized regulations that remove the covered opinion rules, Hawkins
said on a Tax Talk Today webcast.

The IRS on June 9 finalized Circular 230 regulations (T.D. 9668 (Doc 2014-14374)),
which replaced the covered opinion rules with one standard for written advice under
Circular 230 section 10.37. (Prior coverage (Doc 2014-14378).)

"My only concern and my message is, if a disclaimer says 'The Internal Revenue
Service says' or 'I am required under Circular 230,' I can promise you that you will get a
letter from my office asking you to cease and desist using that kind of language
because I don't want taxpayers to be misinformed," Hawkins said. "We do not require
that language after last week."



Kathryn R. McKinley
Of Counsel
[PHEmailLogo]
717 W. Sprague Ave. Suite 1200
Spokane, WA 99201
(509) 455-6000
kathryn.mckinley at painehamblen.com<mailto:kathryn.mckinley at painehamblen.com>
This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and please do not copy or send this message to anyone else.

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Mark Higgins
Sent: Friday, December 05, 2014 8:08 PM
To: WSBA Real Property Listserv
Subject: Re: [WSBARP] Will of Michael John Anderson, resident of Poulsbo?

230 has been changed and no longer requires a disclaimer.  Actually, it never did anyway, but now it for real doesn't.​

On Fri, Dec 5, 2014 at 5:43 PM, Roger Hawkes <Roger at law-hawks.com<mailto:Roger at law-hawks.com>> wrote:
Why need to get rid of the disclaimer?  I was not at the seminar today.

Roger Hawkes, WSBA # 5173
19909 Ballinger Way NE
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com>
206 367 5000<tel:206%20367%205000>
Fax is 206 367 4005<tel:206%20367%204005>

From: Mark Higgins [mailto:markthiggins at gmail.com<mailto:markthiggins at gmail.com>]
Sent: Friday, December 05, 2014 4:58 PM
To: Dorothy K. Foster; WSBA Real Property Listserv
Subject: Re: [WSBARP] Will of Michael John Anderson, resident of Poulsbo?

Dorothy, per the estate planning seminar from today, you need to get rid of your Circular 230 disclaimer at the bottom of your email.

Mark​

On Fri, Dec 5, 2014 at 4:02 PM, Dorothy K. Foster <dfoster at fosterlawgroup.com<mailto:dfoster at fosterlawgroup.com>> wrote:
Did anyone prepare a Will for Michael J. Anderson, a now-deceased resident of Poulsbo, WA?

Thanks
Dorothy K. Foster
Foster Law Group, PLLC
206.686.7400<tel:206.686.7400>


[http://www.fosterlawgroup.com/images/FLGlogofinald.jpg]


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--
Mark T. Higgins
Higgins Lock PLLC
P.O. Box 57
Darrington, WA 98241
206-491-2420<tel:206-491-2420>

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Mark T. Higgins
Higgins Lock PLLC
P.O. Box 57
Darrington, WA 98241
206-491-2420
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