• Riley

    Member
    August 6, 2026 at 11:17 am

    Michael, this is a worrying catch. I have always just pointed people to the IRS sample policy, assuming it was a safe template. Now I feel a bit silly for it.

    The distinction between “interested person” and “disqualified person” is subtle but important.

    Thanks for sharing. It has genuinely made me rethink my own advice.

    • This reply was modified 1 day, 7 hours ago by  Riley.

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