Thursday, January 11, 2018
University of San Francisco
101 Howard Street, Room 529
San Francisco, CA 94105
8:15-9:00 a.m. Registration/Breakfast
9:00-12:30 p.m. Program (includes a 15 minute break)
Title: Ethics in an Age of Alternative Facts:
Lessons for In-House Tax Professionals
Paul Dau, Counsel, McDermott Will & Emery (Silicon Valley)
Daniel De Jong, Senior Manager, KPMG LLP (Washington, D.C.)
Timothy McCormally, Director, KPMG LLP (Washington, D.C.)
Jean A. Pawlow, Partner, McDermott Will & Emery (Washington, D.C.)
This program will provide participants with an understanding of applicable rules of professional responsibility affecting in-house tax professionals, including the Treasury Department’s Circular 230, AICPA’s Code of Professional Conduct and Statements on Standards of Tax Practice, ABA Model Rules and Ethical Opinions, and TEI’s Standards of Conduct, as well as applicable California rules. After the program, participants will be able to:
· Understand social science research relating to matters of personal ethics, focusing on effect of demographic and cultural differences and environmental influences.
· Recognize current ethics issues in tax practice, including the trend toward greater transparency.
· Understand and discuss ethical guidance for tax professionals, including the Treasury Department’s Circular 230, the AICPA’s Code of Professional Conduct and Statements on Standards of Tax Practice, ABA Model Rules and Ethical Opinions, and TEI’s Standards of Conduct, as well as applicable California rules.
The San Francisco Chapter of TEI has been approved by the State Bar of California to provide continuing legal education (CLE) credits. This specific program is scheduled to provide 3.25 hours of CLE credits in taxation based on 60 minute hours. In addition, the chapter follows the continuing professional education (CPE) guidelines specified in the California Chapter of Accountancy Regulations. Based on 50 minute hours, this specific program is scheduled to provide 3.5 hours of CPE credits in taxation.
February 8, 2018: IRS Day
April, 2018: Joint TEI/IFA program on international tax matters
June, 2018: Annual Meeting at Wayfare Tavern
NOTE: THIS IS A PREPAID EVENT -
If you are a Prepaid member contact Lorene Anderson to Register