Building your practice through Ethics
Temecula Valley Chapter In-Person Meeting
Date and Time:
Wednesday, May 6, 2026
6:00 PM to 8:00 PM
Location:
Richie's Real American Diner
Conference Room
40651 Murrieta Hot Springs Road
Murrieta, CA 92562
Topic:
Recognize and apply key Circular 230 provisions through client engagement lifecycle
Risk management to protect both the practitioner and client
Systematic procedures for ethical client engagement
ID and address common ethical challenges at each stage of client engagement using established frameworks promote compliance and practice development
ID your role as a regulated practitioner and your role professional and ethical obligations to your clients and IRS
Recognize and understand key provisions of Circular 230
Presenter(s):
Patricia Arick, EA
Up Years Bookkeeping and Taxes
EA, Payroll Taxes, Bookkeeping QBO Pro Advisor, and CSTC President
Paula Cannon, EA
Menifee Tax Group
EA, Tax Professional
CPE Information:
2 Ethics hour(s) (Topics meeting the ethics requirements under Cir 230)
IRS: 18QC1-E-02277-26-I
CTEC: 1000-CE-05761
Knowledge Level: Intermediate (Basic knowledge helpful)
Registration:
Members: $40
Non-Members: $70
Order off menu and do not forget to tip your waitress!
Please call or email Patricia Arick to register:
Email: [email protected]
Phone Number: (951)672-1099
Cancellation and Refund Policy for Meeting Purchase:
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.