Site Search   |   Print Page   |   Report Abuse   |   Sign In   |   Join Now!
Community Search
ON-DEMAND WEBINAR: Ethics (2 hrs CE)
Register View Registrations Tell a Friend About This EventTell a Friend
 

Now available as an ON-DEMAND webinar, this material will be presented
by Rick Davey from Tax and Financial Solutions, Inc. We will hear
information regarding this topic and rules for tax professional compliance.
Note: This seminar was presented to Clackamas Chapter in August, 2019
and to Tualatin Valley Chapter in May 2020

 Export to Your Calendar 7/1/2020 to 10/8/2020
When: On-demand through October 8
7:00 AM
Where: ONLINE ONLY
Oregon
United States
Presenter: Rick K. Davey, EA, LTC
Contact: Jim Verrastro


Online registration is available until: 10/8/2020
« Go to Upcoming Event List  

Now available as an ON-DEMAND class! Ethics is presented by Rick Davey from Tax and Financial Solutions, Inc. We will hear information regarding this topic and rules for tax professional compliance. 

Aspects of IRS Publication 230 to be covered:

  • Duties and Restrictions relating to Practice before the IRS
  • Requirements regarding the return of client's records
  • Potential conflict of interest situations, communicating fee information. 
  • An overview of the tax practitioner and the requirements of form 8867.

Please note: This material was presented to the Clackamas Chapter in August, 2019 and Tualatin Valley Chapter in May 2020.

IS THERE A CHARGE?

This class, which awards 2 hours of Ethics CE, is free for current OATC members. All others are asked to pay $30 using the PayPal link on the registration confirmation page. Unpaid registrations for non-OATC members will be discarded without notification.

WHY PRE-REGISTER?

  • First and foremost, because this is online we need to provide you with specific log-in information.  There is no "just show up at the door" option. The hand-out link and the GoToWebinar link are on the registration confirmation page for OATC registrants.
  • You will not be awarded the CE otherwise.

HOW WILL YOU DOCUMENT MY ATTENDANCE?

  • During the education, you will be asked to record your attendance by answering simple polling questions throughout the 2 hours. Our GoToWebinar software will save your answers.
  • There will be a link to the online Evaluation Form in your registration confirmation email. It is important that you complete that Evaluation form following the class. Capturing this feedback (1) is an IRS requirement, and (2) helps us improve these classes. 
  • Once we marry the GoToWebinar record of your polling with that online Evaluation form (plus any needed fees) we will issue your two hours CE.

About Our Speaker

Rick Davey, EA, LTC

Rick K. Davey, EA, LTC has been preparing taxes since 1981. His experience as a manager of a large tax practice has given him exposure to a broad range of small businesses and their issues. He is an Enrolled Agent and a Licensed Tax Consultant. Rick has taught tax classes since 1983 and enjoys sharing the knowledge he has gained both with his clients as well as his colleagues.


more Calendar

5/20/2020 » 8/19/2020
ON-DEMAND WEBINAR - OATC 2020 Safety Net: "The Twists and Turns of Schedules C & E" (6 hrs CE)

7/1/2020 » 10/8/2020
ON-DEMAND WEBINAR: Ethics (2 hrs CE)

Featured Members

Community Search
Membership Software Powered by YourMembership  ::  Legal