SATURDAY 2CPE EDUCATION

9:00am – 10:40am Saturday, October 26 (2CPE) Archer East

Session #35 – Ethics Session

SESSION TITLE Ethics in Action: Real World Dilemmas

SESSION DESCRIPTION

Although ethics classes are required for many every year, they can still be helpful, thought provoking, and entertaining. Each year, taxpayers’ actions, or changes in tax law, present tax professionals with ethical dilemmas. We’ll explore real life situations and discuss the pros and cons to the possible decisions and actions that could be taken.

SPEAKER Wendi Hall, Managing Member, DBHW Wealth Partners

SPEAKER BIO

Wendi has been providing financial solutions for individuals and businesses for more than 26 years. In July 2022, Wendi and her firm joined forces with two other amazing woman owned firms and formed DBHW Wealth Partners. Their complementary strengths and resources allow them to serve thousands of clients across the country. Together they guide business owners who feel their business and personal finances are a mystery and out of control to feel confident about their business decisions, spend more time doing the work they love, pay off debt, provide more financial stability for their families, and achieve their retirement goals.

SPEAKER EM wendi.hall@dbhw.cpa

Field of Study: Ethics

Program Level: Update / 2CPE / Technical

Prerequisites: None

Advance Preparation: None

LinkedIn: https://www.linkedin.com/in/wendihall/

Website: Home | DBHW Wealth Partners