With an audit, being nice goes a long way

The last real estate closing. I ever did the purchase of my home because of the unprofessionalism of the seller’s counsel. It soured on my closings and the real estate agent, who said nothing when she referred that attorney, to the business.

When dealing with an Internal Revenue Service or Department of Labor audit, I feel that being pleasant and cooperative goes a long way. Government auditors are doing their job of making sure that retirement plans voluntarily comply with retirement plan laws.

There is no point in being argumentative and. non-cooperative. There are times when you can certainly disagree, especially when the auditor gets the wrong conclusion, but that still must be within the limits of professionalism.

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