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Ethics and California Seminar - San Gabriel Valley Chapter Meeting 8.17.19
Walnut Creek Mobile Estates
20739 Lycoming St
Diamond Bar, CA 91789
Saturday, August 17, 2019, 7:30 AM - 3:00 PM PDT
Category: Chapter Meetings

Ethics and California Seminar
San Gabriel Valley Chapter Meeting

Date / Time:

Saturday, August 17, 2019
7:30 AM: Registration
8:00 AM: Ethics Speaker
10:00 AM: California Speaker
12:00 PM: Lunch (provided)
1:00 PM: California Speaker cont.
3:00 PM: Adjourn

Location:

Walnut Creek Mobile Estates
Club House
20739 Lycoming St
Diamond Bar, CA 91789

Topic: Ethics and California Seminar

A review of the application of Ethics in your business, both in the environment and results of tax preparation. With a goal of: Safeguarding how you advertise your services, Protecting your client's privacy, Protecting you from clients that are less than honest, Saying too much or too little in the education of your clients, proper handling of documents, and providing some handy worksheets.The California Update Workshop contains materials reviewing California tax law as it existed for tax year 2017 and what is unchanged for tax year 2018. Finally, all content is supplemented with discussion of the differences between Federal and California Tax Law and how it impacts preparation of California tax returns.

Presenters: Elaine Woodson, EA and Chuck Woodson, EA 

Elaine and Chuck are a husband and wife team. Their business, Horizon Planning is in Serra Mesa near Montgomery Field Airport, San Diego County. Elaine served as the 2012-2013 President for the San Diego Chapter of CSTC and has been a board member since 2014. Chuck has been preparing taxes since 1976. He became an Enrolled Agent in 1981. Chuck served as the 1991 President of the San Diego Chapter of the California Society of Tax Consultants. He specializes in trust and estate tax income tax returns. In addition to tax services he offers a 60-hour CTEC approved tax preparation course.

 CPE Information:

4 California Hours
2 Ethics Hours
IRS: 18QC1-E-01234-19-I
CTEC: 1000-CE-4616

Knowledge Level: Intermediate

Cost:

Member Fee (By 8.1.19): $120
Non-Member Fee (By 8.1.19): $140
Member Fee (After 8.1.19): $145
Non-Member Fee (After 8.1.19): $165

Registration:

Contact Carmen Hustad at 909-896-6521or [email protected] to register. 

Menu:

Morning: Continental breakfast, coffee, tea, muffins, danish

We will be having a Taco Lady, with all the fixings, guacamole, 3 kinds of meats, rice, beans, salad

Break: cookies


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: Contact Carmen Hustad at 909-896-6521or [email protected] to register.