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Ethics - 2020: The COVID-19 Made Me Do It - North County San Diego Chapter Virtual Meeting 11.12.20
Thursday, November 12, 2020, 3:30 PM - 5:30 PM PDT
Category: In-Person Chapter Meetings

Ethic - 2020: The COVID-19 Made Me Do It
North County San Diego Online Chapter Meeting


Thursday, November 12, 2020
3:30 PM to 5:30 PM


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. 


100 minutes of Ethics qualifying for IRS Ethics credit for EA's and Annual Filing Season Participants. The program is instructive for CPAs, EAs, and others in the business of tax. Participants will learn the primary function of all tax preparers. Discover the difference in the credentials of individuals in the business of tax. Realize the responsibility assumed by the preparer of tax returns. Examine the value of Engagement Letters and why the tax professional uses them. Know the function of the Office of Professional Responsibility and how referrals can be made against a tax professional. Become aware of the pitfalls of practice and what to do when OPR contacts you. Be familiar with various forms used to report tax preparers to OPR. Uncover "bad actors" in the business of tax. Review penalties that may be assessed to Paid Preparers and what to do to "appeal" them. Scenarios will be presented to show some of the ethical situations preparers encountered in the 2020 filing season due to COVID-19 PTINS for 2021 will be discussed. Closing, participants will learn the value add of the tax professional of today.

Presenter: Beanna Whitlock

Beanna is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Canyon Lake, TX. A tax law instructor for more than 35 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations. Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University. She is a faculty member of the National Center for Professional Education as well as the Executive Director of the NCPE fellowship, a web based organization providing educational resources and practice management tools at has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Committee (CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service. She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years. Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community. She is the 2013 Member of the Year of the California Society of Tax Consultants. Honored by the National Conference of CPA Practitioners in 2015 for her contribution to Excellence in Education, “Beanna serves the tax professional community as an inspired calling”. She is joined in the practice of Whitlock Tax Service, LLC, offering taxpayer representation and tax return preparation, by her husband of 52 years, Tom Whitlock. They enjoy antiquing, travel and time at home with their two dachshunds, Walter and Buddy, the blonde doxie!

CPE Information:

2 Ethics hours (Topics meeting the ethics requirements under Cir 230)
IRS: 18QC1-E-01422-20-O

Knowledge Level:


Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Please Register Here:

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