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Greater Long Beach Meeting - ETHICS - 7.29.20
The Grand Events Center in Long Beach
4101 E. Willow Street
Long Beach, CA 90815

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Wednesday, July 29, 2020, 6:00 PM - 8:30 PM PDT
Category: Chapter Meetings

Greater Long Beach Chapter Meeting

Date and Time:

Wednesday, July 29, 2020
6:00 p.m. - 8:30 p.m.


Grand Events Center in Long Beach
4101 East Willow
Long Beach, CA 90808
free onsite, covered parking


This topic will explore the importance of understanding Ethical Standards and Professional Responsibilities for tax preparation, accountancy, and other similar professions. How to resolve issues and ethical questions which may arise. Due Diligence standards and maintaining records. Understanding Federal, State, and local laws which will lead to ethical decisions. Ethical behavior also includes Ethical Codes laid out by Professional Organizations. Federal Circular 230 for Tax Professionals as well as Federal and State Due Diligence Forms will be highlighted as reference.


David A. Eastis, CRTP
David A, Eastis, CRTP is a California Registered Tax Preparer. He also has an Accounting Degree from Indiana University, South Bend Indiana. David has been a member of California Society of Tax Consultants since 2004. He has actively participated in Chapter and Society leadership which includes CSTC Society President 2015-2016. He is a popular speaker at chapter meetings, Summer Symposium, and the "beginners" tax course. David's tax practice specializes in Non-Profit Organizations and Business related returns.

CPE Information:

2 Ethics Hours

IRS: 18QC1-E-01376-20-O
CTEC: 1000-CE-4771

Knowledge Level:
 Basic (No prior knowledge expected) 


For reservations to our Greater Long Beach chapter educational events contact: Dennis Kaho at: 562 421-8523. Please include your PTIN and EA or CTEC numbers when registering.

Cancellation Policy: If you have reserved for a Chapter meeting event and do not call to cancel at least 7 days prior to the meeting, you will be billed for the event. NO SHOW POLICY: No Refund


Members (BEFORE JULY 22, 2020): $40
Non-Members (BEFORE JULY 22, 2020): $55

Members / Non-Members (AFTER JULY 22, 2020): $55

For reservations to an educational event, or to be added to our Permanent Meeting List, contact Dennis Kaho at 562-421-8523. 

No emailed reservations accepted
Please include your PTIN and EA or CTEC numbers when registering. 

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: Dennis Kaho at 562-421-8523