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Ethics - San Francisco Bay Virtual Chapter Meeting 10.6.21
Wednesday, October 06, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Ethics
San Francisco Bay Chapter Virtual Meeting

Date:

Wednesday, October 6, 2021
6:00 to 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

The topic will be on Taxation and the Code of Ethics focusing on the major emphasis of Circular 230 and the law to review, discuss and analyze all or most ethical positions practitioners may encounter. The presentation will also focus specifically on maintaining Contingent Fee Engagements under the guidelines of Circular 230.

Speaker:

LG Brooks, EA, CTRS

LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent.

CPE Information:

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

IRS: 18QC1-E-01563-21-O
CTEC: 1000-CE-4965

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member):  $20
Registration Fee (Non-Member): $50

650-918-7329
[email protected]


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: [email protected] or 650-918-7329