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Ethics & Responsibilities of Tax Professionals - Orange County South Chapter In-Person Meeting
Mission Viejo Elks Lodge
25092 Marguerite Pkwy
Mission Viejo, CA 92692
Monday, July 18, 2022, 6:00 PM - 8:00 PM PDT
Category: In-Person Chapter Meetings

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

Date:

Monday, July 18, 2022
6:00 PM to 8:00 PM

Location:

Mission Viejo Elks Lodge
Big Room
25092 Marguerite Pkwy
Mission Viejo, CA 92692

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.

Speaker:

David A 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-01681-22-I
CTEC: 1000-CE-5090

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by July 17, 2022
Member Registration Fee: $40
Non-Member Registration Fee: $70

Cost if registered after July 17, 2022
Member Registration Fee: $50
Non-Member Registration Fee: $80


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: Lisa Cruz - [email protected] or 19493000112