Pocket Guide to Ethics
Temecula Valley Chapter In-Person Meeting

Date and Time:

Wednesday, July 6, 2022
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic:

Between the ambiguous and subjective definitions of what “Ethics” is, it can be difficult to take the concept of ETHICS and understand what it means in our everyday professional lives. During these two hours, we will demystify the idea of ethics, and come out with a deeper understanding of how we can use ethical concepts to improve our daily processes and procedures, as well as our overall practices.

Presenter:

Shannon Hall, EA
Shannon Hall has been working in the tax industry for almost a decade, though her interest in taxes truly began when, as a child, she would play with the tax forms at the library. She studied classical theatre at a conservatory in Los Angeles, so it was really just a matter of time before she joined the tax business. Throughout her career Shannon has prepared taxes from her kitchen table to H&R Block, where she was an office manager and instructor, before finally settling into a fabulous office in Long Beach, CA. She has been a speaker at many CSTC Chapters and the Summer Symposium. More than anything Shannon strives to make tax education fun and engaging.

CPE Information:

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

IRS: 18QC1-E-01671-22-I
CTEC: 1000-CE-5078

Knowledge Level: Basic (No prior knowledge expected)

Registration:

Members: $32
Non-Members: $62

Please call or email Sally Freyre to register:

email: [email protected]
phone: 951-674-8111

Please include your PTIN and EA or CTEC numbers when registering.

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.