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Ethics Circular 230 Guidance - Temecula Valley Chapter Meeting 9.18.20
Merna's Cafe
26850 Cherry Hills Blvd
Sun City, CA 92586
Friday, September 18, 2020, 8:30 AM - 10:30 AM PDT
Category: Chapter Meetings

Ethics Circular 230 Guidance
Temecula Valley Chapter Meeting

Date and Time:

Friday, September 18, 2020
8:30 AM to 10:30 AM

Location:

Merna's Café  
26850 Cherry Hills Blvd 
Sun City, California 92586
free onsite, covered parking

Topic: 

Ethics for Tax Professional: Circular 230 Guidance We will have a discussion on the Rules for Professional Conduct, conflicts of interest in tax practice, Errors and Omission and ethical issues involving amended returns due to tax practitioner actions, Diligence as to accuracy. This course will concentrate on the Circular 230 guides for Tax Practitioners.

Presenter: 

Lane McKellar, EA Past President, Temecula Chapter

Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class he recognized this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity work with a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to Practice before the IRS since September 1998. Lane has been a member of CSTC since 1997. He has served as President of the Temecula Valley Chapter of CSTC 2014-2015.

CPE Information:

2 Ethics Hours
CTEC: 1000-CE-4801
IRS: 18QC1-E-01396-20-I

Knowledge Level
Intermediate (Basic knowledge helpful) 

Registration:
Member Price: $20.00
Non-Member Price: $50.00
Breakfast available by ordering off menu. Coffee or Tea will be provided.
This will be a round table discussion. No handouts available

Name for the Attendee to Contact to Register:
Elyse Beltz
951-223-7200
[email protected]
Pay at the event. Pre registration required


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: Elyse Beltz 951-223-7200 [email protected]