ETHICS - Family Game Night Edition
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Thursday, September 7, 2023
5:30 to 8:00 PM

Location:

POLLY'S PIES RESTAURANT
LEFT DINING AREA
1322 W. BEVERLY BLVD
MONTEBELLO, CA 90640
GENERAL PARKING AVAILABLE

Topic: 

The ethics discussion will take place in a fun and engaging way. In a parody of your favorite gameshows, you will hone your knowledge of circular 230 responsibilities and the consequences of missing the mark. Additionally, we will discuss some of the most common IRS scams, and how to spot them and help your clients. Get your buzzers ready for a session of fun and ethics.

Presenter:

David Hilliard, President of CSEA
David graduated from Cal Poly Pomona in 2001 with a degree in Animal Health Science. After 20 yearsof developing into an expert equestrian and entertaining millions, he naturally transitioned to the taxindustry in 2009. David brings with him over 25 years of management and customer service experience.He has a passion for defending taxpayer rights with a no-nonsense approach and representing clientsin front of the IRS and other government agencies. Driven by his eagerness to serve, David has volunteered to hold many positions with the state and local chapters of the California Society of Enrolled Agents.

CPE Information:

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

IRS: 18QC1-E-01874-23-I
CTEC: 1000-CE-5310

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cancellation and Refund Policy: 
Written 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.