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Ethics - OC South 8.27.2019
The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Tuesday, August 27, 2019, 5:30 PM - 8:45 PM PST
Category: Chapter Meetings

Orange County- South Chapter Meeting

Click here for the Orange County South August 2019 Newsletter 


Tuesday, August 27, 2019
5:30 p.m. - 8:45 p.m.


The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Free parking in the lot in front of the restaurant. There is reserved free restaurant parking to the right of the restaurant, in the adjacent parking lot. Parking is available in the parking structure at the end of the street, but payment may be required (sorry).

Topic: Ethics

Due diligence requirements serve an important function in curbing problem preparers and decreasing the risk of improper refunds to ineligible taxpayers. However, although a powerful tool in dealing with unscrupulous preparers, how do ethical preparers navigate IRC SS 6695(g), the PATH Act, Circular 230 and increased due diligence requirements as well as steering clear of other potential problems.

Presenter: Kevan McLaughlin, JD, LL.,M Certified Tax Law Specialist, Attorney at Law

Kevan McLaughlin is a Certified Tax Law Specialist whose practice focuses on civil and criminal tax controversy and litigation matters. In addition to representing taxpayers before the IRS, FTB, CDTFA, and US Tax Court in civil and criminal matters, McLaughlin has a unique practice in defending accounting professionals before the California Board of Accountancy (CBA), the IRS and the IRS's Office of Professional Responsibility (OPR) who are accused of violating various statutes and regulations, including Circular 230 provisions. McLaughlin is also an adjunct professor at SDSU's Charles W. Lamden School of Accountancy where he teaches "Ethics for Accountants."

CPE Information:

2 Ethics Hour

IRS: 18QC1-E-01218-19-I
CTEC: 1000-CE-4602

Knowledge Level: Intermediate


Member: $40
Non-Member: $60
Late Registration Fee (Member): $60
Late Registration Fee (Non-Member): $80
Date Late Registration Fee Applies: 8/23/2019

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

Contact: EMAIL to Michael Locke ([email protected])