Current Hot Topics in Tax Ethics
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, May 10, 2023
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Emerald Rooms
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Description:

The landscape and framework for federal tax ethical issues have changed dramatically in recent years. From calling into question the IRS’s authority to regulate “practitioners” to current proposals to change and increase return preparer-related penalties, those who advise clients on federal tax matters face numerous challenges and uncertainties. This presentation will review the recent changes to federal tax ethical rules (including Circular 230 and tax return preparer penalties), current proposals, and hot topics in the area of enforcement.
• Reviewing the historical framework brings into context the controversy about the IRS’s ability to regulate tax professionals.
• Discuss current proposals related to return preparer-related penalties.
• Learn about current and future rules regarding refundable credit enforcement targeted against return preparers.

Presenter:

Kevan P McLaughlin, JD, LL.M, Certified Tax Specialist, Attorney at Law
Kevan P. McLaughlin is the founder and managing partner of San Diego based McLaughlin Legal, APC. He is a Certified Tax Law Specialist who focuses his practice on Federal and California tax law, with a special emphasis on representing taxpayers in civil and criminal tax litigation and controversy cases. In addition to serving in various professional organizations and winning numerous awards, Kevan is an adjunct professor at San Diego State University where he teaches “Ethics for Accountants.”

CPE Information:

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

IRS: 18QC1-E-01818-23-I
CTEC: 1000-CE-5243

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY May 7, 2023
Member Price: $40
Staff or Spouse of Member: $50 
Non-Member Price: $70

Registration Price IF REGISTERED AFTER May 7, 2023
Member Price: $50
Staff or Spouse of Member: $50 
Non-Member Price: $80

Menu options to be selected at the time of registration:

- Black Angus Rib Eye served with fried potatoes and vegetables
- Dover Sole with lemon butter, rice pilaf and vegetables
- California Chicken with grilled tomatoes, avocado and hollandaise sauce, mashed potatoes and vegetables
- Vegetarian Gluten Free Penne Pasta, vegetables and tomato sauce (no parmesan cheese)

All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information: On-Site Registration is available -- Cash or Check only, please. At-the-door pricing: Member $50, Spouse or Staff Member $50. Non-Member Price $80. 

Click the button below to register!

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.