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Ethics & Practice for Tax Professionals - East County San Diego Virtual Meeting 8.3.21
Tuesday, August 03, 2021, 4:00 PM - 6:00 PM PDT
Category: Chapter Meetings

Ethics & Practice for Tax Professionals
 East County San Diego Online Chapter Meeting

Date/Time:

Tuesday, August 3, 2021
4:00 PM to 6:00 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. 

Topic: 

This course is a high level overview of the Federal Ethics for Tax Professionals, Office of Professional Responsibility (OPR) and Circular 230. Much of the discussion will deal with Treasury Code and Circular 230. Covering the areas of Professional Practice rules and guidelines along with OPR disciplinary process and options. Then a review of cases of Tax Preparers that got into trouble.

Presenter:

Mike Tullio, E.A.
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years. He is the owner of Tullio Financial Services, LLC located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).


CPE Information:

2 Ethics Hours

CTEC: 1000-CE-4937
IRS: 18QC1-E-01538-21-O

Knowledge Level: Basic (No prior knowledge expected)

Cost:

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

Click the link below to register!


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.