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Jackson Co Education: Ethics
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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!

When: Tuesday, December 10, 2019
Where: Black Bear Diner
1150 E Barnett Rd
Medford, Oregon  97504
United States
Presenter: Kathleen Crawford
Contact: Teresa Hector

Online registration is closed.
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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.


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! 

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