Ethics:  A Recap of Key Issues and Planning
North County San Diego Chapter Meeting

Date/Time:

Thursday, September 12, 2019
Sign in: 5:00 PM
Meeting: 5:30 PM - 8:45 PM

Location:

Twin Oaks Golf Course
1425 N. Twin Oaks Valley Rd.

San Marcos, CA 92069

Description:

Tax preparers face no shortage of ethical mandates, including but not limited to penalty provisions within the Internal Revenue Code("IRC"). 2018 and 2019 were not lacking in key changes in those ethical requirements. This ethical program will cover a recap of key ethical concerns facing tax return preparers, including critical provisions and changes to the IRC like sections 6694, 6695, 6700, and 6701. The program will also provide a detailed review of areas for future ethical scrutiny, including cros-over concerns with the Bank Secrecy Act ("BSA").

Presenter:

Kevan McLaughlin, JD, LLM is a Certified Tax Law Specialist and an adjunct professor at SDSU's Charles W. Lamden School of Accountancy.
Kevan McLaughlin's, JD, LLM, law practice focuses on civil and criminal tax controvery and litigation matters. In addition to representing taxpayers before the IRS, FTB, CDTFA, EDD, CUIAB, U.S. Tax Court and Department of Justice in civil and criminal matters. McLuaghlin has a unique practice defending accounting professionals accused of violating various statutes and regulations before the California Board of Accountancy (CBA), the IRS, and the IRS's Office of Professional Responsibility (OPR). McLaughlin teaches "Ethics for Accountants" at SDSU's Charles W. Lamden School of Accountancy and serves on the Executive Committee of the California Lawyers Association Section of Taxation.

CPE Information:

2 Ethics Hours

IRS: 18QC1-E-01248-19-I
CTEC: 1000-CE-4632

Knowledge Level: Intermediate

Cost:

Cost Before 9/12/19
Registration Fee (Member): $40
Registration Fee (Non-Member): $50

Cost After 9/12/19
Late Registration Fee (Member): $50
Late Registration Fee (Non-Member): $60

Menu: Hazelnut Crusted Mahi-Mahi with Orange Caper Butter Sauce, or Braised Beef Short Ribs with Mirepoix Vegetables & Braising Sauce, or Vegetarian Selection. All served with Caesar Salad, Rosemary Parmesan Risotto and dessert

Registration:

Register by clicking the link below. Contact Society by phone 949-715-4192 or email [email protected] with any issues/concerns regarding registering online. Email our chapter at [email protected] with event related questions.

Registrations not completed online will result in "day of the event pricing-walk-in pricing". We will not be able to guarantee seating, meals and/or educational handouts if you do not pre-register online, so please do so as soon as possible. Register by 9:00 am, September 6, 2019 to secure your menu choice.

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.