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Portland Chapter Education: Ethical Issues in Tax Practice When We Practice Law - 2 hrs CPE
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Portland Chapter brings you speaker David Stearns, who will
present 2 hours of education on "Ethical Issues in Tax Practice When
We Practice Law." Handout now available for download.

5/8/2018
When: Tuesday, May 8, 2018
6:30 pm - 8:30 pm
Where: St. Rita Catholic Church
Recreation Hall (behind the the church)
10029 NE Prescott St.
Portland, Oregon 
United States
Presenter: Daniel O. Stearns
Contact: John Bell
503-526-3327


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On Tuesday, May 8 Portland Chapter brings you speaker David Stearns, who will present 2 hours of education on Ethical Issues in Tax Practice When We Practice Law

 

Class Outline:

  • Ethical Issues
  • What is the practice of law?
  • Privilege
  • Limitations
  • Confidentiality vs Privilege
  • Husband and wife scenarios
  • Representing clients 

Handout

  • CLICK HERE to open/download the handout for this class.

Our Speaker:

Daniel Stearns

Daniel Stearns owns North Willamette Tax Services in Canby, with his wife, Mariluz. He is an Enrolled Agent, a Licensed Tax Consultant, and is admitted to practice before the United States Tax Court. He is currently serving as president of the Oregon Society of Enrolled Agents. He and his wife have 4 children ranging in age from elementary to high school. 

Non-OATC members are welcome to attend, but should expect to pay $10 per visit after the first free class.

Insider tip:

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