Liability of Giving "Tax Advice" to ACA Clients

Well the first maiden year of ACA is behind us. Tax season is ramping up and now I feel I'm on the hot seat for all the individuals I enrolled and who qualified for APTC.



Yesterday a client came to see me who told me last year he made $27,000 for his family of three. He brought a 2013 Tax Return for verification.

(He had originally told me $33,000 this time last year)



This client qualified for a $1000/month APTC in 2014 based on the info he originally provided me.



To make matters worse, he had a Schedule C that reduced his AGI to $12,000 in 2013. Had I known this last year he would have qua

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