Release #9 is now available for the Circular 230 Deskbook. 
This PLI treatise helps tax practitioners comply with complex Circular 230 amendments more easily — and avoid costly penalties and sanctions.
The Deskbook shows you how to meet mandated duties applicable to six types of covered opinions; comply with critical requirements for written tax advice; carry out prescribed duties when advising in preparation of tax returns; satisfy reporting/list maintenance rules for six types of reportable transactions; qualify for ”safe harbors” that free you from burdensome Circular standards, exploit proven defenses against the Code’s § 6662 penalties, and avoid common errors that can trigger these § 6662 penalties.
The Deskbook brings you laminated, quick-reference compliance tools, including a Circular 230 written tax advice decision tree; a Circular 230 compliance chart for covered opinions highlighting exceptions and special rules; a Circular 230 compliance flow chart detailing affirmative duties and prohibited activities; a covered opinions compliance checklist; and a reportable transactions compliance flow chart.
If your library is on standing order for this treatise, you can expect Release #9 to arrive soon. If you’d like to order the release please email libraryrelations@pli.edu or call 877-900-5291.
View a sample chapter here.





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tical knowledge they need to prove (or successfully defend against) claims against accountants such as breach of contract, breach of fiduciary duty, negligence, securities claim fraud, common law fraud, civil RICO actions, as well as practice and ethical violations.
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