Unethical Minds
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, May 8, 2024
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Lorelei Room
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Topic: 

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:

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 hour(s) (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-01969-24-I
CTEC: 1000-CE-5412

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Price IF REGISTERED BY May 6, 2024
Member Price: $40
Non-Member Price: $70

Registration Price IF REGISTERED AFTER May 6, 2024
Member Price: $50
Non-Member Price: $80

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.