Unethical Minds
San Jose Chapter Virtual Meeting

Date/Time:

Thursday, August 6, 2026
5:00 PM to 7:00 PM

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.

Topic:

They’re lurking all around us, sometimes hiding in plain sight. You never know who around might be an UNSUB (Unethical Subject). Join the UBAU (Unethical Behavior Analysis Unit) as we profile some of the most egregious ethics violations, and explore the pitfalls that can lead otherwise ethical preparers astray. Using Circular 230 as our guide, we’ll examine the code of ethics that governs all in our profession. With an emphasis on education, due diligence, and conflicts of interest, we’ll tackle cases ranging from questionable to criminal.
Understand how Circular 230 impacts day to day office operations.
Identify ethical violations and explore ways to handle situations ethically.

Presenter:

Shannon Hall, EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. She opened her tax firm, Shannon Hall Tax (creative, I know) in 2017, and before that worked for several tax preparation companies, both boutique and large scale. Shannon is a featured speaker for tax societies nationwide and a writer, presenter, and co-owner of Brass Tax Presentations. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations. She is currently the president of the California Society of Tax Consultants, as well as serving as the Trainer for the Junior Leagues of California State Public Affairs Committee and on the board of directors for the Frida Cinema, a non-profit art house theater in Santa Ana, CA.

CPE Information:

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

IRS: 18QC1-E-02307-26-O
CTEC: 1000-CE-05796

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by August 3, 2026
Member Registration Fee: $30
Non-Member Registration Fee: $60

Cost if registered after August 3, 2026
Member Registration Fee: $35
Non-Member Registration Fee: $65

Registration:

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.

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.