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ETHICS - San Diego Chapter Meeting 5.16.19
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, May 16, 2019, 5:00 PM - 8:30 PM PST
Category: Chapter Meetings

San Diego Chapter Meeting


Thursday, May 16, 2019
5:00 p.m. - 8:30 p.m.


Handlery Hotel and Resort
Terrace Room
950 Hotel Circle North
San Diego, CA 92108

Parking will be validated


ETHICS - Tax Professional Legal IssuesEvery day in our practices as tax professionals, we are confronted with a myriad of legal issues. This class will explore legal issues that tax professionals are faced with from the ethical perspective relative to circular 230 and California and federal law. In the handout material and the PowerPoint presentation, you will learn how to properly handle client relationships, client confidential information, challenges presented by clients, and the limits and regulations regarding the license that you hold as a tax professional.


Gary A. Quackenbush, ESQ.
Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his 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. His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His 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 podcast radio show “GQ on the Law” available on iTunes, Podbean, and Stitcher Radio. Since 2010 he has been a weekly guest on the “Word on Wealth” radio program with Marty Schneider on KCBQ 1170 AM and KPRZ 1210 AM every Tuesday. 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 currently is President of CSTC at the state level.


Member: $40 (with reservations)
Non-Member: $45
Late Registration / At the Door: $50


Please register by Monday, May 13, 2019 at 12:00 PM. Cancellation notification emailed to Heather Santineau at [email protected] by Monday, May 13th, 2019 at 12:00 PM will be refunded upon request. Cancellations made after this date and time will not be honored.

For those San Diego chapter Members who would like to be on the "Pre-Pay" Dinner Meeting Reservation List for 2019, the cost is $240 for the year.  This special pricing will be offered at the May dinner meeting only.

Please see the "Register Here" button in this email or email Heather Santineau at [email protected]

Please include:

  • The number of reservations you are making.
  • If you are on the "pre-paid" reservation list.
  • If you prefer the vegetarian meal.

Menu Options: House salad, followed by Carne Asada with onions, peppers, tomato and cilantro. Served with tortillas, black beans and Spanish rice. Vegetarian Special- Three cheese enchiladas with tomatillo sauce, black beans and Spanish rice.Chef's Choice dessertCoffee, Tea and Iced Tea upon request. Guests may purchase alcoholic beverages from the Reef or 950 Lounge.

CPE Information:

2 Ethic Hours
IRS: 18QC1-E-01140-19-I
CTEC: 1000-CE-4519

Knowledge Level:

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.

Contact: HEATHER LYNN SANTINEAU at: [email protected]