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New IRS QI Agreement

New IRS QI Agreement (Qualified Intermediary). Notice 2016-42 sets out the proposed Qualified Intermediary (“QI”) agreement revising and updating the current agreement, Rev. Proc. 2014-39, published in July 2014. The revised QI agreement updates the current agreement primarily by providing detailed procedures regarding how qualified intermediaries satisfy their compliance review obligations and sets out terms and…

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