Engagement Agreements
10:00 AM to 12:00 PM PST
Cost: Member: $30 / Non-Member: $60
Wednesday, September 20, 2023

Speaker: Gary A. Quackenbush, Esq.
2 Federal Tax Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01888-23-O
CTEC: 1000-CE-5325
Knowledge Level: Basic (No prior knowledge expected)

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description: 

A signed fee agreement not only outlines what work you are agreeing to do, it explains what you are not going to do as well as what the client agrees to do. Under CA law a contract can be oral or written, but oral contracts can be very difficult to enforce.

We will discuss fee agreements, how they are enforced, and why they make your life easier.

Presenter:

Gary A. Quackenbush, Esq.
Financial Solutions Attorney
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California. Since 1988 GQ LAW’s emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. The GQ LAW estate planning practice focuses on wills, trusts, and estate administration including probate court work and inheritance litigation. GQ LAW also handles contract disputes, property disputes, and business matters. Small business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own radio show the "Word On Wealth with Gary Quackenbush" - Learn how to build, protect, and transfer your wealth - Weekdays at 2pm on KCBQ FM 96.1 & AM 1170 & TheAnswerSanDiego.com also at 2pm on KPRZ FM 106.1 & AM 1210 & KPRZ.com. Gary’s Word On Wealth podcast is available on Spotify, iTunes, Podbean, and Google Podcasts. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV. He is Past-President of the California Society of Tax Consultants, San Diego Chapter and at the state level. Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.

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.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.