Ethics
Greater Long Beach Chapter In-Person Meeting

Date/Time:

Wednesday, May 29, 2024
6:00 PM to 6:45 PM - Registration/Dinner
6:45 PM to 9:00 PM - Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

The 1996 California Tax Preparer Act includes a provision that pertains to tax preparer ethics, professional conduct, conduct regarding bonding and penalties for breaking the law. This class will fulfill the annual requirements in this area. Our speaker will also cover the information and concepts presented in Circular 230, the code of conduct for return preparers, defining Tax Preparer Ethics.

Presenter(s):

David A. Eastis, CRTP, BA, MA
Mr. Eastis holds various degrees. His BA is in the area of accounting from Indiana University, South Bend. Other degrees held are from the University of La Verne and Bethany Theological Seminary. David currently has a practice located in Brea, California. One of his specialties is dealing with Non Profit Corporations. As an active member of CSTC, David has held numerous positions of leadership including state president of CSTC and positions within individual chapters. Mr. Eastis is a frequent speaker at the annual CSTC Summer Symposium and each year is the instructor of the basic tax preparation class offered by CSTC. Finally, David is highly regarding for his presentation of this mandated IRS topic.

CPE Information:

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

IRS: 18QC1-E-01927-24-I
CTEC: 1000-CE-5367

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Dinner is served at 6:00 p.m. Announcements begin at 6:45 p.m. and the presentation starts promptly at 7:00 p.m. To make reservations to attend this Greater Long Beach education meeting contact Dennis Kaho at (562) 421-8523 or Shobha Bajaj at (562) 441-6724 or [email protected]. If you. preferring a nonmeat dish, please mention this when you call to make your reservation.

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.