Suggested Talking Points for cpas

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Suggested Talking Points for CPAs

Advocating for Members of Congress to Become Cosponsors of H.R. 2041

Instructions Regarding Calling Members of Congress:
Thank you so much for agreeing to call your Member of Congress. Here is some background for your consideration when you make these calls.
Most offices are open from 9 to 5 pm EST in August, so we hope you will call in that window.
Please remember to speak relatively slowly and clearly so the staff can take down your message. The front desk staff is fairly young but they do report all calls to their bosses.
When someone answers the phone, we would recommend you say something like the following (they get lots of calls every day so it helps to be short and clear in your message).
Proposed comments:
Good morning/afternoon, I am [your name] and I am calling from [city/town], in [state]. I am a CPA, a certified public accountant, and I have some concerns about a rule that the Department of Labor is going to issue soon.
You may have heard that the Department of Labor may soon require those individuals who do annual assessments of Employee Stock Ownership Plans (what people call ESOPs for short), to serve as “fiduciaries” to the plan participants too.
I am concerned about this proposed change and hope that Representative [name of representative] will cosponsor H.R. 2041 to tell the Department of Labor to not make this change.
Valuation specialists of ESOP plans have not been considered “fiduciaries” for 35 years, and I don’t see why that rule should change now. They operate as independent and objective appraisers, and that makes sense to me.
Can you please tell your boss to cosponsor H.R. 2041 so CPAs can keep doing these sorts of assessments for a reasonable price and without having to buy more insurance? I and my colleagues who do these assessments want to keep helping small businesses to offer ESOP savings plans to their employees.
Thank you so much.
I would greatly appreciate a response if you can send one to me at the following email address: [give your personal or work email address].
Thank you.

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