Site Search   |   Print Page   |   Report Abuse   |   Sign In   |   Join Now!
Community Search
Jackson Co Education: Ethics (2 hrs CE)
Register View Registrations Map this EventMap this Event Tell a Friend About This EventTell a Friend
 

You are invited to join OATC Jackson Co. Chapter at their lunch meeting
Tuesday, December 10 for 2 hours of CE on "Ethics", presented by
Kathleen Crawford of The Jacksonville Tax Lady, LLC.

Come early and enjoy lunch!

 Export to Your Calendar 12/10/2019
When: Tuesday, December 10, 2019
Noon-2pm
Where: Map this event »
Black Bear Diner
1150 E Barnett Rd
Medford, Oregon  97504
United States
Presenter: Kathleen Crawford
Contact: Teresa Hector
541-774-4201


Online registration is available until: 12/12/2019
« Go to Upcoming Event List  

You are invited to join OATC Jackson Co. Chapter  at their lunch meeting Tuesday, December 10 for 2 hours of CE on Ethics, presented by Kathleen Crawford of The Jacksonville Tax Lady, LLC. 

Tax Return Preparers frequently face ethical dilemmas, directly or subtly.  Conflicts of interest can appear suddenly. Preparers need to know how to approach these situations to find reasonable resolutions. Also due diligence is mentioned often as an ethical imperative but not well defined. The lecturer will discuss hypothetical situations in which the preparer must consider what due diligence is needed. Also situations where a conflict of interest must be resolved.

Course Outline

1.     Circular 230 Section 10.29: Conflicting interests

2.     Circular 230 Section 10.22: Diligence as to accuracy

3.     Hypothetical situations covering the following:

a.      Due Diligence

b.     Reasonable Inquiries

c.      Reliance on others

d.     Client Records

e.      Conflict of Interest

4.     Summary

Come at 11:30 and order lunch! The education is 12-2:00,

Non-OATC members are always welcome, but past the first visit there is a $20 fee per 2 hour class that needs to be paid at the meeting.  The fee will be applied towards their membership registration if they join at the class.

Handouts

CLICK HERE to open the handout in a new browser window, ready for download to your electronic device.


Kathleen CrawfordAbout our Speaker

Kathleen Crawford EA co-owns the Jacksonville Tax lady, LLC in Jacksonville OR.

She is an Enrolled Agent and holds an MBA for San Jose State University.
She is a fellow of the National Tax Practitioners Institute and a member of the American Academy of Tax Practice.

Kathleen is a Licensed Tax Consultant for the State of Oregon and has taught continuing education classes for the Oregon Association of Tax Consultants for the last eleven years.

Insider tip

If you register using the button above:

  • We'll have your information on the sign-in sheet when you arrive 
  • We can issue your CE certificate much more quickly! 

more Calendar

12/9/2019
Tualatin Valley Chapter Meeting - Q&A with Howard Moyes

12/10/2019
Portland Chapter Education: Local and Mult County Tax Issues - 12/10/19 (2 hrs CE)

Featured Members

Community Search
Membership Software Powered by YourMembership  ::  Legal