Ethics & Responsibilities of Tax Professionals
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, July 13, 2022
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Emerald Room
1751 S. Lyons St
Santa Ana, CA 92705

Description:

This topic will explore the importance of understanding Ethical Standards and professional Responsibilities for tax preparation. How to resolve issues and ethical questions which may arise. Due Diligence standards and maintaining records. Ethical behavior also includes Ethic codes laid out by professional organizations. Federal Circular 230 for Tax professionals as well as Federal and State Due Diligence forms will be highlighted as reference.

Learning objectives:
1. Describe the professional responsibilities in tax return preparation.
2. Discuss IRS rules and regulations as defined in Circular 230.
3. Discuss tax preparer and CSTC Code of Ethics.

Presenter:

David Eastis, CRTP
David A Eastis, CRTP, received his Bachelor of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984, and completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.In 2003, David moved back to California to work in “BREA TAX CONNECTIONS” the family tax and bookkeeping business. David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater Long Beach Chapter, a 4-year term as Secretary for the Society Board, a one-year term as 1st Vice President, serving as President of CSTC Society Board for 2015-2016, and most recently elected as a Board Director for Region Three.David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter for various chapter meetings, the CSTC Summer Symposium, and the Fall Symposium. His topics have included: IRS Form 990, Life Cycle of a Non-Profit; S Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields); Charitable Contributions; Reading Schedule K-1; and Ethics. And in the Fall of 2021, David has completed his tenth year teaching the Fundamentals Tax Course for CSTC. David lives with his wife, Ann, and their dog Archie, and their cat Simba in La Habra California.

CPE Information:

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

IRS: 18QC1-E-01679-22-I
CTEC: 1000-CE-5088

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Price IF REGISTERED BY JULY 11, 2022
Member Price: $40
Staff or Spouse of Member: $50 
Non-Member Price: $70

Menu options to be selected at the time of registration:
1. New York Steak, potatoes and vegetables
2. Grilled Fresh Dover sole, rice pilaf, garlic green beans
3. Pasta (Gluten Free) in a rich tomato sauce (no cheese) and side of vegetables

All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information: Pre-registration online only available until July 11, 2022 at midnight. If you register after July 11, 2022, you will be required to register at the door. Cash or check ONLY accepted onsite. No credit cards are accepted onsite.   

Click the button below to register!

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.