Retirement Tax Services Podcast
Business:Investing
Communicating with the IRS with Micah Shilanski, CFP, Ep. 111
Communicating with the Internal Revenue Service (IRS) is not something your clients should ever feel they need to do. IRS agents are prepared to perform their job duties and ask questions that, if answered flippantly by your clients, could lead to incriminating evidence. Because of this, it is essential that tax planners and financial advisors are involved in every conversation with the IRS to avoid any mistakes being made. In this episode, Micah Shilanski, CFP, will be joining the show to discuss this topic in-depth, specifically explaining what to do if your client receives a letter from the IRS.
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