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ON-DEMAND WEBINAR: Ethics (2 hrs CE)
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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

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

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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.


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.


  • 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 is on the registration confirmation page for OATC registrants.
  • Verify that is included in your email account's contact directory/safe sender list. Most communications about this class -- including an email containing the login link -- will come from that address. 
  • You will not be awarded the CE otherwise.


  • 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

Westside Chapter Live-Stream: Ethics (2 hrs Ethics CE)

Tualatin Valley Chapter: "What's In and What's Out in 1031" (2 hrs IRS CE)

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