ETHICS - CIRCULAR 230
Inland Empire Chapter Meeting

Click here for the Inland Empire Chapter Meeting Flyer

Date and Time:

Wednesday, October 17, 2018
5:30 p.m. - 9:00 p.m.

Location:

DoubleTree Hotel Claremont
555 W Foothill Blvd
Claremont, CA 91711

Topic: ETHICS - CIRCULAR 230

In this course we will discuss various topics concerning ethics and professional conduct and how they relate to tax professionals, enrolled agents, and tax firms. Critical Circular 230 requirements concerning competence, due diligence, conflicts of interest, and continuing education will be covered. We will review current IRS enforcement programs regarding return preparers and practitioners, including sanctions & penalties. We will review best practices for information security, protecting clients’ personal information & the latest IRS efforts to combat identity theft & fraud. After completing this course, students will be able to: • Describe how Circular 230 provisions apply to tax firms & tax professionals. • Identify current IRS enforcement programs, sanctions & penalties relating to tax professionals. • Describe the latest IRS programs regarding identity theft & fraud. • Incorporate best practices relating to confidentiality, privacy, & information security into their daily work.

Presenter: Chris Rubino, EA

Chris Rubino, EA has worked for TaxAudit.com, the nation’s largest provider of prepaid audit defense services, for ten years, handling hundreds of audits. Since 2011, he has been a senior member of their Research and Education department. In addition to writing and editing education materials, Chris conducts research on multiple complicated tax matters and answers inquiries from the public. He also maintains his own tax preparation practice. Prior to entering the tax field Chris worked in financial advisement.

CPE Information:

2 Hours Ethics
CTEC: 1000-CE-4428
IRS: 18QC1-E-01057-18-I

Knowledge Level:
 Intermediate

Registration:

Members: $35
Non-Members, Walk-Ins, and Late Registration: $50

Last Day to Cancel: Saturday, Oct, 13, 2018, 11:59 pm

Please Contact Duberly Beck to register:

email: [email protected]
phone: 909.575.1066 (message phone)
Please leave your name, PTIN and your EA, CTEC or CPA # when making your reservation. Also leave your menu choice and your phone number if you call in.
Pay at the event with check or cash (we are not able to accept credit cards).

If you signed up for our new 2018 permanent dinner list at the May 16, 2018 meeting, you do not have to call in your reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are not on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, Oct, 13, 2018, 11:59 pm otherwise you will be billed for the dinner. Be sure to call 909.575.1066.

Menu Selections:
• Baked White Fish with lemon pepper, Chef’s Choice Starch, Chef’s Choice Vegetables
• Large Entrée size Baked Potato - With the following vegetarian toppings on the side: Vegetarian Chili, Shredded Cheddar & Jack Cheeses, Steamed Broccoli, Butter, Sour Cream & Chives

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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.

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