Ethics - Unethical Minds
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, May 7, 2024
5:30 PM to 8:00 PM PST

Location:

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

Topic: 

Unethical Minds, They’re lurking all around us, sometimes hiding in plain sight. You never know who around might be an UNSUB (Unethical Subject). Join the UBAU (Unethical Behavior Analysis Unit) as we profile some of the most egregious ethics violations, and explore the pitfalls that can lead otherwise ethical preparers astray. Using Circular 230 as our guide, we’ll examine the code of ethics that governs all in our profession. With an emphasis on education, due diligence, and conflicts of interest, we’ll tackle cases ranging from questionable to criminal.

Learning Objectives:
Understand how Circular 230 impacts day to day office operations.
Identify ethical violations and explore ways to handle situations ethically.

Presenter(s):

Shannon Hall EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and a writer and presenter for Brass Tax Presentations. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.

CPE Information:

2 Ethics hours (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-01954-24-I
CTEC: 1000-CE-5397

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by April 30, 2024 at midnight
Registration Fee (Member): $30
Registration Fee (Non-Member): $60

Cost if registered after April 30, 2024 at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.