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Ethics & Choice of Entity - San Jose Chapter Chapter Meeting 8.21.19
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, August 21, 2019, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Ethics & Choice of Entity
San Jose Chapter Meeting


Wednesday, August 21, 2019
6:00 PM to 9:00 PM


Biltmore Hotel
2151 Laurelwood Rd
Santa Clara, CA 95054


What would you do when faced with an ethical situation? The class will be an interactive review of real life situations experienced by various tax preparers. Attendees will receive a description of a situation that took place in their office. They will be asked to evaluate if this situation presents an ethical question/Circular 230 situation. What are the possible options to address the situation while keeping our practice and our wits intact? 2 Ethics Hours

Choice of Entity:
Choice of Entity. LLC, INC, LP, GP, SP - How to Choose? This class will provide a comprehensive overview of the various types of businesses, how they are formed, how they are governed, and how they are taxed. Your role as a tax professional will become obvious as we work together with a PowerPoint presentation and handout materials.
1 Federal Law Hour


Gary Quackenbush, Esq
Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as; Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc.His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies.Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court.

CPE Information:

1 Federal Law Hour
2 Ethics Hours

IRS: 18QC1-T-01230-19-I / 18QC1-E-01231-19-I
CTEC: 1000-CE-4613

Knowledge Level: Intermediate


Before 8.18.19
Registration Fee (Member): $50
Registration Fee (Non-Member): $70

After 8.18.19
Registration Fee (Member): $75
Registration Fee (Non-Member): $95


Please register below or contact Melissa Mora to register for this event.
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.

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.

Contact: Melissa Mora at [email protected] or (408) 981-1610