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Ethics - San Francisco Bay Chapter Meeting 10.02.19
Doubletree Hotel Burlingame
835 Airport Blvd.
Burlingame, CA 94010
USA
650-344-5500

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Wednesday, October 02, 2019, 6:30 PM - 9:00 PM PST
Category: Chapter Meetings

Ethics
San Francisco Bay Chapter Meeting

Date:

Wednesday, October 2, 2019
Meeting: 6:30 p.m. - 9:00 p.m.

Location:

Doubletree Hotel
835 Airport Blvd
Burlingame, CA 94010
Free Parking with Validation

Topic: Ethics

What would you do when faced with an ethical situation? The class will be an interactive review of real life situations experienced by various tax preparers. Attendees will receive a description of a situation that took place in their office. They will be asked to evaluate if this situation presents an ethical question/Circular 230 situation. What the possible options to address the situation while keeping our practice and our wits intact?

Presenter: 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.

CPE Information:

2 Ethics Hours

IRS: 18QC1-E-01267-19-I
CTEC: 1000-CE-4652

Knowledge Level: Basic

Cost:

Registration Fee (Member):  $60
Registration Fee (Non-Member):  $80

Registration:

Click the link below to register. Pre-Registration Required. Workshop includes: Speaker Handout, Continental Breakfast, Lunch

650-918-7329
[email protected]


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: [email protected]