Please join us for Ethics for Trusted Advisors, presented by Kevan McLaughlin.

Enjoy a presentation focusing on the essential ethical considerations that trusted advisors, such as attorneys, accountants, and financial professionals, must navigate in their practice. The discussion highlighted the importance of maintaining high ethical standards while balancing professional responsibilities and client interests, diving into hypotheticals on topics of confidentiality, conflicts of interest, and an update on new Federal penalties designed to combat unethical tax professionals.

Please note our new meeting location at Pillsbury, 11682 El Camino Real, Suite 200, San Diego, CA 92130-2092. Parking is free! Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

The reservation deadline for the meeting is Friday, October 18th.