Ethical Practices for Tax Professionals
San Diego Chapter In-Person Meeting

This month’s meeting will take place on a different date than our usual 3rd Thursday schedule.

Date/Time:

Thursday, May 8, 2025
4:30 PM to 8:30 PM

NEW Location!:

The Butcher Shop
Hostess will direct you to the meeting space
5255 Kearney Villa Road
San Diego, CA 92123
Free self-parking available

Topic:

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 ORP disciplinary process and options. A brief review of the Federal Trade Commission (FTC) data security plan. The a review of cases of Tax Preparers that got into trouble.

Bring your ethical questions or conundrums for our open discussion portion of the presentation.

Presenter(s): 

Mike 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. 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 Scouting America. 

CPE Information - Three hours of CE!:

3 Ethics hour(s) (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-02116-25-I
CTEC: 1000-CE-05585

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

A buffet style meal will be served, complete with salad, dessert, and a vegetarian option. Coffee, tea or soft drinks are also included with your meal.

Attendees must register by midnight on Monday, May 5 to attend this event. Due to venue constraints, walk-ins can not be accommodated.

Cost if registered by May 5, 2025 at midnight
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

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.