ETHICS - The Professional Legal Issues
Inland Empire Chapter Meeting

Click here to view the Inland Empire Flyer!

Date/Time:

Wednesday, September 18, 2019
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Description:

Every 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.

Presenter:

Gary Quackenbush, Esq. GQ Law
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.

CEUs:

2 Ethic Hours
CTEC: 1000-CE-4518
IRS: 18QC1-E-01138-19-I

Knowledge Level: Intermediate

Cost:

$35 Members who call in by September 14, 2019
$50 Members who call in after the September 14, 2019 Deadline
$50 Non-Members and all Walk-Ins

Cancellation Policy: In the unlikely event that you made a reservation and ARE UNABLE TO ATTEND please call 909.575.1066 again and cancel your reservation. Our chapter has to pay for all dinners ordered whether eaten or not. The deadline to cancel a reservation is Saturday, September 14, 2019 at 11:59 PM. If not cancelled by that date, you will be billed for the cost. 

Registration:

If you signed up for our new 2019 permanent dinner list at the May 15, 2019 meeting, you do not have to call in your reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are not on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, September 14, 2019, 11:59 pm otherwise you will be billed for the dinner. 909.575.1066 OR [email protected]

To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]. Please leave your name, PTIN and your EA, CTEC or CPA # when making your reservation. Pay at the event with check or cash (we are not able to accept credit cards).

Please Note: Dinner is served at 6:00 pm, should you arrive after 6:30 pm a meal may not be guaranteed for you.

Menu:

Main Menu: Grilled Chicken Teriyaki, Chicken Marinated in Lime and Ginger topped with Teriyaki Sauce and Garnished with Pineapple & Green onions, Chef’s Choice starch and vegetables OR Vegetarian Lasagna Lasagna Noodles layered with Mozzarella Cheese, Alfredo Sauce, and Succulent Layers of VegetablesChef’s choice of accompaniment

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.