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What does Circular 230 say about marketing?

Short answer

Section 10.30 bars false or misleading claims. A pro who reaches out to someone must clearly say it is a solicitation and, when it applies, name where they got the person’s information. Keep a copy of each mail piece for 36 months.

It also bars solicitations that break state rules. Some state bars limit live phone calls by lawyers.

On public record lists, the source line matters. Say where the record came from, like the county and date.

This is a summary, not legal advice. Read the rule or ask your own lawyer.

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Updated October 2026. Market prices are list prices from public seller pages. Results depend on your firm. Not every lead becomes a case.

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