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Ethics - San Diego-East County Chapter Meeting 8.7.18
PACIFIC SOUTHWEST ASSOCIATION OF REALTORS
1150 BROADWAY
EL CAJON, CA 92021
Tuesday, August 07, 2018, 6:00 PM - 8:45 PM PDT
Category: In-Person Chapter Meetings

Ethics
CSTC San Diego-East County Chapter Meeting

Date/Time:

August 7, 2018
6:00 PM to 8:45 PM

Location:

Pacific Southwest Board of Realtors
1150 Broadway
El Cajon, CA 92021

Description:

Attendees will discuss and learn the requirements under IRS Circular 230 for the different aspects of their practice before the IRS: Ethics defined by Circular 230
 §10.21, 10.22, 10.33(a) (1); deal with How to Interview our Clients
 §10.28, 10.33(a) (4) deal with How to Treat our Clients’ information
 §10.33(a) (3) deals with How to treat our Clients
 §10.27 deals with How to charge fees to our clients
 §10.29 deals with Conflicts of Interest
 §10.34 deals with Standards for our Practices as Tax Advisors
 §10.35, 10.36, 10.37 deal with Requirements and Procedures as Tax Professionals
 §10.51 deals with Consequences of Unethical 

Presenters:

Roger Garay, MBA, EA


Roger became an Enrolled Agent in 1979. He handles Individual and Business entity tax returns, Tax Audit Representation and Problem Resolution, Business Management, Business Incorporations or LLC Formations, and Financial Consulting year-round. During a 40-year business career (after 6 years of active duty as an Officer with the US Air Force), Roger held Senior Accounting and Chief Financial Officer positions in a variety of industries and was employed by Intuit in a Quality Assurance capacity to rigorously test, prior to release, the ProSeries tax preparation software that he uses in his office. Roger holds an MBA from the University of Chicago and an MS in Finance from the University of Southern California.

Cost:

$40 Members
$50 Non-Members

Registration:

Call Dave Hayden 619-990-4829 to register via phone.

OR REGISTER BELOW!

CEUs:

2 Hours Ethics

IRS: 18QC1-E-01012-18-I
CTEC: 1000-CE-4387


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: Barbara Moore, [email protected], 619-444-2675