Ed’s New Title

As of May 15, 2009, Ed has a new title: ERPA – Enrolled Retirement Plan Agent. This is a new designation created by the IRS specifically for those who specialize in retirement plan services, and allows them to communicate with the IRS more effectively on your behalf. The first-ever exams for this designation were held in February, and Ed is in the first group (agent #16) to pass the tests and meet other requirements to attain the designation.

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