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:69d547b6b9ad5003b3f7cffb47092a0e781 CATEGORIES:In-Person Chapter Meetings SUMMARY:Ethics Circular 230 Guidance - Temecula Valley Chapter Meeting 9.18.20 LOCATION:Merna's Cafe\, 26850 Cherry Hills Blvd\, Sun City, CA 92586 DESCRIPTION:
Friday, September 18, 2020
8:30 AM to 10:30 AM
Merna's Café
26850 Cherry H
ills Blvd
Sun City, California 92586
free on
site, covered parking
Ethics for Tax Professional: Ci rcular 230 Guidance We will have a discussion on the Rules for Professional Conduct, conflicts of interest in tax practice, Errors and Omission and et hical issues involving amended returns due to tax practitioner actions, Dil igence as to accuracy. This course will concentrate on the Circular 230 gui des for Tax Practitioners.
Lane McKellar, EA Past President, Temecula Chapter
Lane started preparing taxes in 1989. His very first ret urn included rentals with an NOL. From his very first tax class he recogniz ed this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity work with a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to Practice before the I RS since September 1998. Lane has been a member of CSTC since 1997. He has served as President of the Temecula Valley Chapter of CSTC 2014-2015.
2 Ethics Hours
CTEC: 1000-C
E-4801
IRS: 18QC1-E-01396-20-I
Knowledge Level< br />Intermediate (Basic knowledge helpful)
Registration:
Member Price: $20.00
Non-Member Price: $50.00
Breakfa
st available by ordering off menu. Coffee or Tea will be provided.
Thi
s will be a round table discussion. No handouts available
Elyse Beltz
951-223-7200
elyse@qualitytaxsu
pport.com
Pay at the event. Pre registration required