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Monthly Dinner Meeting – January 15, 2015


Ethics for the Real World

Speaker: Torie Charvez, EA

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

Torie will take us through a 2 hour interactive class.  Audience participation is strongly encouraged and attendees are encouraged to bring issues they have encountered in their practices (no client names of course) for the open discussion sections.   In this 2 hour class Torie will guide us through the following topics and more…   

 

  • Privilege
  • Confidentiality
  • Disclosure and penalties
  • Disreputable conduct
  • Client Omissions
  • Due Diligence
  • Client records
  • Conflicting Interests
  • Representation issues
  • Taxpayer data
  • A Digital World
  • Open forum discussion

 

Note:

Attendees can also submit questions and “ethical scenarios” to the instructor up to 48 hours prior to the session.  Please email sacvalleyeducation@gmail.com

Speaker Bio:

Torie has been working in the tax and accounting fields for 25 years

Prior to becoming an Enrolled Agent in 2005, she worked 10 years as an accounting manager in a wholesale company, while also “moonlighting” at H&R Block for several years.  Her passion for tax work, lead her to a small local CPA firm until 2010.  Torie then left the local CPA firm to open the doors of Tax Goddess Inc., now located in Campbell, CA

The combination of private and public accounting and tax practices gives her a unique perspective that compliments the small, medium or large business client needs. This has also allowed to her to speak on and teach a variety of topics to local business groups and other tax professionals.

Torie has been an active member is the California Society of Enrolled Agents in the Mission Chapter.  She is a past president for her chapter and served a term as a director on the CSEA board for them as well.  She served 2 years as that Chairperson of the CSEA Finance and Budget Committee and was the 2014 CSEA Annual Meeting Chairperson.  Mission Society of Enrolled Agents recently honored her for second time with their award for EA of the Year 2012-2013. 

Torie is currently serving as the Second Vice-President of CSEA for the 2014-2015 fiscal year.

Register at https://www.123signup.com/event?id=ydtvt

 

Board Meeting begins at 4:45pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by January 12th  - $35/$40

Members/Non-Members who RSVP after January 12th- $40/$45

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


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