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Ethics | San Gabriel Valley Chapter In-Person Meeting 8.5.21
Marie Callenders
220 South Atlantic Blvd
Monterey Park, 91754
Thursday, August 05, 2021, 5:30 PM - 8:30 PM PDT
Category: Chapter Meetings

Ethics
San Gabriel Valley Chapter In-Person Meeting

Date and Time:

Thursday, August 5, 2021
5:30 PM - 8:30 PM

Location:

MARIE CALENDARS
BANQUET ROOM
220 SO ATLANTIC BLVD
MONTEREY PARK, CA 91754
GENERAL PARKING AVAILABLE

Description:

Ethics for tax practitioners deal with taxes and financial matters for the public. The rules are in Treasury Department circular 230. Increase awareness and understand of Circular 230. We will talk about Honesty, skills, knowledge and qualifications to prepare tax returns. Tax preparers confidentiality to clients, to conform with the law and apply principles of due process. Tax representatives should be of good character and advocate for ethical standards in their tax practice.

Presenter:

David Hillard
David graduated from Cal Poly Pomona in 2001. He has been preparing returns at Grandfield Tax and Business Services since 2009. David brings with him over 15 years of management and customer service experiences along with a passion for defending taxpayers rights, and representing clients in front of the IRS and other government agencies.

Registration:

Member: $35
Non-Member: $65

RSVP Required
Call Carmen Hustad at 909-896-6521 to register. 

CPE Information:

2 Ethics hours (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-01542-21-I
CTEC: 1000-CE-4942

Knowledge Level: Intermediate (Basic knowledge helpful)


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: Call Carmen Hustad at 909-896-6521 to register