Taxbook & Ethics
Central Valley Chapter In-Person Meeting

Date/Time:

Tuesday, January 10, 2023
8;15 AM to 5:00 PM

Location:

Residence Inn
2901 Healthcare Way
Modesto, CA 95356

Topic Description:

Workshop will help attendees become more comfortable with researching tax problems that may come across during the year. Ethics will be presented including discussing what it means to practice before the IRS, what should a tax preparer do if they have knowledge of a client’s omission of income, what a tax preparer may rely on with using client provided information, and standards associated with giving advice to client.

Presenter:

George Fakhouri, CPA
George Fakhouri is a C.P.A. in private practice for over 40 years. George holds a Bachelor of Science Degree in Accounting from Santa Clara University, graduate work in Accounting and Tax at San Jose State and Golden Gate University. He is Past President of the California Society of Tax Consultants and Central Valley Chapter of the California Society of Tax Consultants. George has been a speaker and moderator of the Alamo Tax Retreat for the past 15 years as well as speaking at the annual Updates for the Central Valley. Mr. Fakhouri has been a guest speaker on taxation for several tax organizations and for the general public over the years.

CPE Information:

6 Federal Law hours (Topics covering existing tax law)
2 Ethics hours (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-T-01773-23-I and 18QC1-E-01774-23-I
CTEC: 1000-CE-5196

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost (Pricing includes Tax Book!):

Member price: $180
Non-member price: $210

Registration:

Please call De Vaney Business Services at 209-524-4345 or email [email protected] to register for this meeting. 

Cancellation and Refund Policy for Meeting Purchase:
Written 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.