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  • I really don't see any reason to be upset. Somebody at the OPR, even if misguided, is just trying to do their job. Just as a practice, going forward, throw the certificates in a file or scan them into a folder in your document management or cloud...

  • A client of mine (Person 1) has a single-member S-Corp (Company A). This S-Corp (Company A) is the managing partner in Company B, an LLC treated as a partnership for tax purposes (1065). Person 1 is not directly a partner of Company B. Person 1 performs...

  • I second the "liquid and strong" sentiment, but rather than getting all shook up over the request, I would simply send a copy of my CPE record as recorded in my PTIN account. I'm thinking that would suffice. But If that's not good enough, then the...

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