Real Life Ethics of Client Communications (Sacramento)

Program Overview

January 19, 2023 | 5:00 pm - 9:00 pm, Pacific |In person

Hosted by Sacramento Valley


Description

This 2-hour Ethics course will bring insight into a practitioner's responsibilities in their communications with clients and prospects, and how they relate to circular 230.  We will discuss real life situations and how practitioners can develop practical tools to assist with his due diligence in those circumstances.  The attendee will walk away from this course with practical ideas on how to manage expectations with their clients.

  Learning Objectives

1) Identify common problem situations and develop strategies to deal with them.
2) Discuss how certain sections of Circular 230 apply to real world examples.
3) How to manage expectations of clients and prospects to avoid violating circular 230.

Learning Level    Intermediate


Prerequisites & Advance Preparation
    None

Speaker   David Hilliard EA NTPI Fellow 

Continuing Education

IRS:  2 hours Ethics  |   CTEC:  2 hours Ethics   |   CA Bar:  1.75 hours Legal Ethics 

Pricing

Member: $49.00 | Non-Member: $59.00

In-Person Details

Dante Club 
2330 Fair Oaks Blvd. 
Sacramento CA 95825
Dinner is included. (Please contact the Chapter directly, if a vegetarian/vegan option is needed at sacval@csea.org).
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Agenda:

  • 5:00: Board Meeting
  • 6:00: Dinner
  • 7:00: Education Program Begins
  • 9:00: Education Program Ends

Cancellation/Refund Policies

Please contact the host Chapter at sacval@csea.org for refund/cancellation policies related to this event.

When
1/19/2023 5:00 PM - 9:00 PM
Where
Dante Club of Sacramento 2330 Fair Oaks Blvd Sacramento, CA 95825