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Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.

  • 07 Dec 2020
  • 10:00 AM - 11:40 AM (PST)


  • A member of any chapter of the WP&BC in good standing.

Registration is closed




Doing The Right Thing Because

It Is The Right Thing To Do. . .

               According To The Rules.


Monday, December 7, 2020

10:00 am  to 11:45 pm PST


  Our Presentation:

Through his “punny” style, Scott will discuss the rules of conduct for Enrolled Retirement Plan Agents (ERPAs) practicing before the IRS under Circular 230 as well as other ways ethical rules affect the relationship of TPAs to their clients so that TPAs can do the right thing according to the appropriate code.   Many case studies will be used to demonstrate the principle rules and how to avoid being put into compromising situations.  Attendees will learn:

  • The difference between morals and ethics;
  • The rules for practicing before the IRS;
  • Best practices to avoid ethical breaches; and
  • Consequences of violating Codes of Ethics.

Our Speaker:

Scott E. Galbreath, J.D., LL.M. (Tax)

Scott is the leader of the Employee Benefits and Executive Compensation practice at Murphy Austin and has over 30 years’ experience practicing employee benefits and tax law.  He is a Certified specialist in Taxation Law by the State Bar of California Board of Legal Specialization, a Fellow of the American College of Employee Benefit Counsel, the President of the Sacramento Chapter of the National Institute of Pension Administrators, a former President and current board member of the Sacramento Chapter of Western Pension & Benefits Council and the creator and author of the Benefit of Benefits blog. Scott regularly speaks on new developments in employee benefits at WPBC, NIPA, and other meetings and has published articles in the Journal of Pension Benefits, the Compensation Planning Journal, the New York University Review of Employee Benefits and Executive Compensation, and others.  Scott was recognized by his peers as a Top Lawyer for Employee Benefits on the 2020 list published by Sacramento Magazine.An interesting fact, Scott was the principal designer of the current WP&BC logo. 

 Continuing Education:

  • 2 CE for AIF (pending)
  • 2 CE for CEBS
  • 2 CECs for ERPA 
  • 2 CECs for JBEA
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.75 hours of California MCLE
  • 2 CECs for CRPS (pending)

  Early bird Cost: $65 for members, $90 for non-members. 

A Special Thank You to Our Sponsors


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

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