Ethics
Orange County Chapter Virtual Meeting

Date/Time:

Wednesday, May 19, 2021
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:

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.

Presenters:

Gary Quackenbush Bio:
Gary Quackenbush and his team operate a Financial Solutions law practice, GQ LAW, in San Diego, California, and San Juan Capistrano, 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 and inheritance litigation. The firm handles contract disputes, property disputes, and business matters. His small business consulting involves the 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 “GQ on the Law” available on iTunes, Podbean, and Google Podcasts. Since 2010 he has been guest and co-host on the “Word on Wealth” radio program with MartySchneider on KCBQ 1170 AM and KPRZ 1210 AM. He has been a guest on UTTV “TheAmerican 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.

Gary and his wife Cheryl’s growing family consists of four children, their spouses, and twelve grandchildren. Outside of the office, you will find Gary spending time with Cheryl and their family, traveling, water skiing, boating, rock climbing, mountain biking, hiking, and camping.

Cindy Myers Bio:
Cindy Myers earned her J.D. from Trinity Law School where she served as Student Body Vice President for two consecutive terms as well as on the board of the Trinity Law School Federalist Society. While in law school, she was selected to serve as a Student Attorney for the Trinity Law Clinic at the Orange County Rescue Mission and was an American Jurisprudence Award recipient.
Cindy understands first hand the importance of proper estate planning. Her passion for helping families plan for the unexpected stems from losing her own father at a very young age. While this is the sort of situation she hopes her clients never experience, Cindy is committed to understanding her clients’ specific estate planning goals and working with them collaboratively to ensure a custom-tailored estate plan that will provide maximum protection for their loved ones.

Cindy leads the Estate Planning, Probate, and Trust Administration departments for the GQ Law South Orange County office located in San Juan Capistrano, CA. Cindy lives in South Orange County with her husband, their twins, and two mischievous canines. When not busy serving her clients, she enjoys traveling, photography, party planning, reading, and spending lazy days at the beach with her family.

CPE Information:

2 Ethics Hours
CTEC:1000-CE-4889
IRS: 18QC1-E-01489-21-O

Knowledge level: Intermediate (Basic knowledge helpful) 

Cost:

Member Cost: $20
Non-Member Cost: $50

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.