Ethics
Temecula Valley Chapter In-Person Meeting

Date/Time:

Wednesday, October 4, 2023
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92563

Topic: 

Every day in our practices as tax professionals, we are confronted with a myriad of legal and ethical issues. This class will explore legal issues that tax professionals are faced with from the ethical perspective relative to Circular 230 and California and federal law. In the handout material and the PowerPoint presentation, you will learn how to properly handle client relationships, client confidential information, challenges presented by clients, and the limits and regulations regarding the license that you hold as a tax professional.

Presenter:

GARY A. QUACKENBUSH, Esq.
Financial Solutions Attorney
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California. Since 1988 GQ LAW’s emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. The GQ LAW estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation. GQ LAW also handles contract disputes, property disputes, and business matters. Small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own radio show the "Word On Wealth with Gary Quackenbush" - Learn how to build, protect, and transfer your wealth - Weekdays at 2pm on KCBQ FM 96.1 & AM 1170 & TheAnswerSanDiego.com also at 2pm on KPRZ FM 106.1 & AM 1210 & KPRZ.com. Gary’s Word On Wealth podcast is available on Spotify, iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV. He is Past-President of the California Society of Tax Consultants, San Diego Chapter and at the state level. Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.

CPE Information:

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

IRS: 18QC1-E-01880-23-O
CTEC: 1000-CE-5315

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $38
Registration Fee (Non-Member): $68

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.