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Business Records-Ethics - Central Valley Workshop 07.24.18
Tuesday, July 24, 2018, 6:20 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

Business Records - Ethics with Olivia Belmares & Karen De Vaney
Central Valley Chapter Workshop

Date and Time:

Tuesday, July 24, 2018
6:20 p.m. - 9:00 p.m.

Location:

The Elk's Lodge
645 Charity Way
Modesto, CA 95356

Topic: Business Records - Ethics

This part of the workshop will be to share info on how do you keep your tax files, tips that work for your office and subpoena of records and more. We will also cover the best practice procedures of documentation. You must have procedures in place regarding the implementation and overseeing of your firm's practice of providing advise concerning Federal tax issues. Your procedure to document that you have take and do take reasonable steps to ensure your firm's members follow your internal procedures consistently.

Presenters:

Olivia Belmares & Karen De Vaney 
Presenter Bios: Karen De Vaney has been a tax preparer for 40 plus years and also has tough basic bookkeeping and payroll at MJC. Olivia Belmares has years of experience as a city worker dealing with individuals in need of support organizing court documents and immigration issues.

Registration:

Workshop only (4 hours CE):
$50 members & $65 non-members

Dinner Meeting only (2 hours CE)
$35 members & $50 non-members

Workshop & Dinner (6 hours CE)
$65 members & $80 non-members


Please Contact Karen DeVaney or Marie Archibeque to register:

Karen's email: [email protected]
Marie's phone: 209-573-2399

CPE Information:

2 Ethics Hours
CTEC: 1000-CE-4393
IRS: 18QC1-E-01018-18-I

Knowledge Level:
 Basic

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: Karen DeVaney or Marie Archibeque