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CSTC Academy - Tax Professional Issues - ETHICS
Thursday, August 06, 2020, 10:30 AM - 12:10 PM PST
Category: CSTC Academy

 Thursday, August 6, 2020
10:30 AM to 12:10 PM

Topic: Tax Professional Issues - ETHICS
Speaker: Gary Quackenbush, Esq
2 Ethics Hours
IRS: 18QC1-E-01366-20-O
CTEC: 1000-CE-4759

Course Description:
Every day in our practices as tax professionals, we are confronted with a myriad of legal and ethical 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.

Knowledge Level: Basic

Learning Objectives:  

#1: You will learn how to properly handle client relationships, client confidential information, and challenges presented by clients.

#2: You will learn the limits and regulations regarding the license that you hold as a tax professional.

#3: You will learn that a solid understanding of Ethics will keep you out of trouble. And most importantly, you'll get 2 hours of ethics credit!


Gary 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. You can contact Gary at [email protected]

 


Contact: [email protected] or 949-715-4192