Real-Life Ethics of Client Communications
Orange County Chapter Virtual Meeting

Date/Time:

Wednesday, August 19, 2020
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. Once the meeting is completed, you will receive an evaluation form and your attendance certificate via email.

Description:

This 2-hour Ethics course will bring insight into a practitioner's responsibilities in their communications with clients and prospects, and how they relate to circular 230. We will discuss real-life situations and how practitioners can develop practical tools to assist with his due diligence in those circumstances. The attendee will walk away from this course with practical ideas on how to manage expectations with their clients. Objectives: Obtain better knowledge of the responsibilities of a tax professional in communicating with their clients, prospects, and colleagues. Identify common problem situations and develop strategies to deal with them. Discuss how certain sections of Circular 230 apply to real-world examples. How to manage expectations of clients and prospects to avoid violating circular 230.

Presenters: 

David Hilliard, EA NTPI Fellow

David graduated from Cal Poly Pomona in 2001. After spending 20 years performing as a knight at Medieval Times, He made the natural transition into the world of tax in 2009. Finding his passion for helping clients repair past errors, he has obtained his fellowship with the National Tax Practitioners Institute. As part owner of Grandfield Tax and Business Services, he heads up the Tax Controversy department of the firm. Outside of spending his free time with his wife and 3 kids, David is active in many organizations. He is the current 2nd Vice President for the California Society of Enrolled Agents and serves as the Immediate Past President for their Orange County Chapter. Recently, he has accepted the position of President of the Yorba Linda Chapter of Christian Business Partners.

CPE Information:

2 Ethics Hours
CTEC: 1000-CE- 4784
IRS: 18QC1-E-01386-20-O

Intermediate (Basic knowledge helpful) 

Cost:

Member Cost: $0
Non-Member Cost: $30

Click the link below to register!

Cancellation and Refund Policy for Meeting Purchase:

Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.