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Ethics - San Francisco Bay Chapter Virtual Meeting 10.5.22
Wednesday, October 05, 2022, 6:00 PM - 8:00 PM PST
Category: Chapter Meetings

Ethics
San Francisco Bay Chapter Virtual Meeting

Date and Time:

Wednesday, October 5, 2022
6:00 - 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

Ethics can be dry and boring, an expounding on terms, definitions, and Circular 230. But in fact, Ethics in action is anything but boring! In this class, we’ll look at some actual cases where ethics were violated and see how the circumstances influenced the professionals’ actions. These aren’t scammers or con artists looking to cheat people, but are often regular individuals in difficult situations or tax preparers trying to help their clients. And the choices they made are a warning to us all.

Presenter:

Linda Dong, EA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. She grew her practice to include four employees, but eventually downsized and is now once again a sole practitioner working out of her home office. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982. Her credentials from the Accreditation Council of Accountancy and Taxation include Accredited Business Accountant (ABA) and Accredited Tax Advisor (ATA). She is a QuickBooks ProAdvisor and frequently teaches classes in accounting and tax to other professionals. Linda is currently serving as First Vice President of the California Society of Tax Consultants and Secretary-Treasurer of the Wine Country Chapter.

CPE Information:

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

IRS: 18QC1-E-01730-22-O
CTEC: 1000-CE-5149

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $30
Non-Members: $60

Cancellation and Refund Policy for Webinar Purchase
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


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]