Ethics
North County San Diego Chapter In-Person Meeting

Seating is limited

Date/Time:

Thursday, October 13, 2022
4:00 - 7:00 PM

Location:

Cocina Del Charro
1020 W San Marcos Blvd
San Marcos, CA 92078

Topic:

This course is a high level overview of the Federal Ethics for Tax Professionals, Office of Professional Responsibility (OPR) and Circular 230. Much of the discussion will deal with Treasury Code and Circular 230. Covering the areas of Professional Practice rules and guidelines along with OPR disciplinary process and options. Then a review of cases of Tax Preparers that got into trouble.

Presenter:

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years. He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

CPE Information:

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

IRS: 18QC1-E-01733-22-I
CTEC: 1000-CE-5153

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Member cost: $0
Non-Member cost: $40

Seating is limited!

Contact the NCSD Chapter at [email protected] if you have any questions. 

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.