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San Diego Chapter - Ethics Update & Review 2018 - Tools for Your Practice - 5.17.2018
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, May 17, 2018, 5:30 PM - 8:30 PM PST
Category: Chapter Meetings

Ethics Update & Review 2018 - Tools for Your Practice
CSTC San Diego Chapter


May 17, 2018
5:30 p.m. to 8:30 p.m.


Handlery Hotel, Mission Valley
950 Hotel Circle North
San Diego, CA 92108


This class introduces tax professionals to the notion of Ethics as different from any moral framework of “right” or “wrong” but rather within the framework of Circular 230 which governs our behavior as tax preparers in general, and Enrolled Agents in particular. Whether you are or are not subject to its provisions, this class explores how following Circular 230 is essential for protecting yourself and your reputation as a tax professional. 

Learning Objective: This class helps students in developing a working understanding of key sections of Circular 230 for use throughout a tax practice, including: Interviewing clients; Handling client information; How we treat our clients; Charging for your work; Addressing Conflicts of Interest inherent in a tax practice; Practice standards for tax professionals; Requirements and procedures for tax professionals; Consequences of unethical conduct; and Avoiding Section 6695 preparer penalties.


Roger Garay, EA

Roger Garay, EA, became an Enrolled Agent in 1979. He handles Individual and Business entity tax returns, Tax audit representation and Problem Resolution, Business Management, Business Incorporations or LLC Formations, and Financial Consulting year round. During a 40 year business career (after 6 years of active duty as an Officer with the US Air Force), Roger held senior accounting and Chief Financial Officer positions in a variety of industries, and was employed by Intuit in a Quality Assurance capacity to rigorously test, prior to release, the ProSeries tax preparation software that he uses in his office. Roger holds an MBA from the University of Chicago and an MS in Finance from the University of Southern California.


Register by Monday May 14, 2018, 5 pm
$40 Members
$50 Non-Members


To register send an email to [email protected] with meal choice of Chef's Choice or Vegetarian.


2 Ethics Hours
IRS: 18QC1-E-00954-18-I

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]