Final answer:
A broker or agent should comply with law and operate within their expertise when giving tax advice, referring clients to certified tax professionals for detailed assistance.
Step-by-step explanation:
When a broker or agent gives tax advice, they are best served by ensuring that they are complying with the law and operating within their area of expertise. It is crucial for brokers and agents to avoid providing tax advice beyond their professional capacity as they may not be qualified to do so, and misinformation could lead to significant legal and financial consequences for their clients.
Instead, they should refer clients to a certified tax professional who is equipped with the necessary knowledge and credentials to provide accurate and lawful tax advice.