BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:322bb98e396586cec29360b6a46e5fc5229 CATEGORIES:In-Person Chapter Meetings SUMMARY:Ethics Update & Review 2018 - OC South 09.25.18 LOCATION:Rancho Capistrano Winery\, 26755 Verdugo St\, San Juan Capistrano, Californ ia 92675 DESCRIPTION:
Tuesday, September 25, 2018
5:30 p.m. - 8:45 p.m.
Rancho Capistra
no Winery
26755 Verdugo St
San Juan Capistrano, CA 92675
Free parking in structure located across the street, and in the l
ot behind restaurant.
Understand why the New Tax Law may result in more enforcement ac
tion by IRS
-Be familiar with current enforcement programs by OPR and
IRS in regards to return preparers and practitioners
-Be familiar wi
th areas that IRS is paying particular scrutiny to with regards to potentia
l Circular 230 violations
-Understand the recordkeeping requirements
for continuing education
-Have an understanding of potential penaltie
s that may be assessed against practitioners, and when those are applied -Understand what documents are protected under Section 7525’s pri
vilege, what documents are not protected, and when such privilege can be in
voked and by whom
-Understand and be able to identify when a conflict
of interest exists when dealing with taxpayers, either as a return prepare
r or audit representative
Roger Garay, E.A., is the President and one of thre e (3) Co-Owners of On Line Bookkeeping & Tax Service, Inc., a professio nal service corporation. The firm has been in the same location since 2002, offering its Clients a full array of business consulting, tax preparation and representation, and bookkeeping services. Roger is an Enrolled Agent, o ne licensed by the IRS to Represent Taxpayers. In addition to a BS in Elect rical Engineering from Manhattan College School of Engineering (New York Ci ty), Roger holds an MBA (Engineering Management) from the University of Chi cago and an MS in Business Administration (Finance and Marketing) from the University of Southern California.
2
Ethics Hours
CTEC: 1000-CE-4421
IRS: 18QC1-E-01051-18-
I
Knowledge Level: Intermediate
Member: $40
Non-Member: $50
To register please contact Mi
chael Locke
Email (preferred): mjlocke@sbcglobal.net
Phone: 949-582-8381