Ethics & Practice for Tax Professionals
North County San Diego Chapter In-Person Meeting

Date:

Thursday, November 9, 2023
4:00 - 7:00 PM

Location:

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

Description:

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.

Learning Objectives:
•Statutory and Regulatory Authority
•Office of Professional Responsibility (OPR) and Circular 230
•OPR's Oversight Responsibilities
•Written Information Security Plan (WISP)
•FTC Responsibilities
•How some preparers got into trouble

Speaker:

Michael Tullio, EA
Mike has been in the tax preparation business for nearly 40 years. He is the owner of Tullio Financial Services, LLC, located on Mission Gorge Road in San Diego California. His business mainly focuses on Individual and Small Partnership tax returns. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. Mike has nationally written tax articles and has conducted live and Webinar speaking engagements. He is an Enrolled Agent and member of the National Society of Tax Preparers (NSTP), the National Association of Enrolled Agents (NAEA) the California Society Tax Consultants (CSTC) and the California Society of Enrolled Agents (CSEA). Mike is married and lives in the Clairemont Area of San Diego. He and his wife Janet have two grown sons both working & attending college at this time. He and his wife like to travel in their RV and he also serves on the Board of Directors of the San Diego Imperial Council of the Boy Scouts of America.

CPE Information:

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

IRS: 18QC1-E-01906-23-I
CTEC: 1000-CE-5347

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $30
Registration Fee (Non-Member): $60

Cancellation and Refund Policy:
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.