Ethics and California Seminar with Elaine Woodson, EA and Chuck Woodson, EA
San Gabriel Valley Chapter

Date and Time:

Saturday, August 11, 2018
8:00 a.m. - 3:00 p.m.
Registration Begins at 7:30 a.m.

Location:

Walnut Creek Mobil Estates Club House
20739 Lycoming St
Diamond Bar, CA 91789
Limited spaces by clubhouse, plan on street parking

Topic: Ethics and California Seminar

ETHICS - a review of the application of Ethics in your business both in the environment and results of tax preparation. Goals include: Safeguarding how you advertise your services, protecting your client's privacy, proper handling of documents. California Update: this seminar contains materials reviewing tax law as it existed for the tax year 2017 and is unchanged for the tax year 2018. All content is supplemented with discussion of the differences between Federal Tax law and California tax law and how that impacts preparation of California Tax Returns.

Presenters:

Elaine Woodson, EA and Chuck Woodson, EA  
Presenter Bios: Elaine and Chuck are a husband and wife team. Their business, Horizon Planning is in Serra Mesa near Montgomery Field Airport, San Diego County. Elaine served as the 2012-2013 President for the San Diego Chapter of CSTC and has been a board member since 2014. Chuck has been preparing taxes since 1976. He became an Enrolled Agent in 1981. Chuck served as the 1991 President of the San Diego Chapter of the California Society of Tax Consultants. He specializes in trust and estate tax income tax returns. In addition to tax services he offers a 60-hour CTEC approved tax preparation course.

 

Registration:
(click here for the Registration Form)

Member: $110
Non-Member: $135

After August 1st
Member: $125.00
Non-Member $150.00

Please Contact Carmen Hustad to register:

email: [email protected]
phone: 909-896-6521
Click here for the Registration Form

Menu Selections:

Continental Breakfast and Taco Wagon

CPE Information:

4 California Hours & 2 Ethics Hours
CTEC: 1000-CE-4391
IRS: 18QC1-E-01016-18-I

Knowledge Level:
 Intermediate

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.

Download as iCal file