Ethics
San Gabriel Valley Chapter In-Person Meeting

Date and Time:

Thursday, August 4, 2022
4:30 PM - 7:30 PM

Location:

Marie Callenders
1560 Albatross Rd
City of Industry, CA 91748

Description:

Ethics for tax practitioners deal with taxes and financial matters for the public. The rules are in Treasury Department Circular 230. Increase awareness and understanding of Circular 230. We will talk about honesty, skills, knowledge, and qualifications to prepare tax returns. Tax prepare confidentiality to clients, to conform with the law and apply principles of due process.

Presenter:

David Hillard
David graduated from Cal Poly Pomona in 2001. He has been preparing returns at Grandfield Tax and Business Services since 2009. David brings with him over 15 years of management and customer service experiences along with a passion for defending taxpayers rights, and representing clients in front of the IRS and other government agencies.

Cost / Registration:

Member: $35
Non-Member: $65

RSVP Required
Please email Melinda Estrada, Vice President at [email protected] or call 626-242-8106 to register. 

CPE Information:

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

IRS: 18QC1-E-01689-22-I
CTEC: 1000-CE-5099

Knowledge Level: Intermediate (Basic knowledge helpful)

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.