Pub 12 2023 Issue 6

fees, effective communication, adhering to ethical rules and resolving disputes when necessary, all while prioritizing the client's best interests. Human Connection in a Digital World — Curtis Waltermire Successful businesses often strike a delicate balance between nurturing human connections and harnessing digital assets. While digital tools enhance client service, they can inadvertently distance us from genuine human interaction. In an engaging and insightful presentation, Curtis Waltermire explored the reasons behind this disconnection and offered strategies to avoid it. He shared fun and remarkable methods to connect with people, inspiring us to enhance the quality of human connections in our own lives. Ethical Obligations of Tax Practitioners: Understanding the Rules to Protect Yourself and Your Clients — Stephen Mazza, University of Kansas Navigating the fine line between legitimate tax avoidance and unlawful tax evasion presents a significant challenge. Those who venture across this boundary, including practitioners and their clients, risk facing a broad spectrum of penalties enforced by the Internal Revenue Code, the Treasury Department and regulatory bodies overseeing the ethical conduct of practitioners. This presentation delved into the diverse governing standards applicable to taxpayers and tax practitioners alike, shedding light on incongruities that had the potential to generate conflicts between advisors and clients. Thanks to this year’s sponsors! Their expertise, support and dedication were instrumental in the success of our conference. Mortgage Investment Services Corporation 22316 Midland Drive • Shawnee, KS • 66226 • 913-390-1010 NMLS# 194708 • A Kansas licensed mortgage company #MC 0001182 Missouri Residential Mortgage Loan Broker Licence # 10-1912 Oklahome Mortgage Broker #MB001953 Colorado License #100044344 Nebraska Licensed Mortgage Company NMLS#194708 20+ Years! Depend On Us! For 20 years, community banks in the Midwest have depended on MISC’s expert mortgage services for their customers. • Free Loan Officer Training & Webinars • Offer all secondary market loan programs: VA, FHA, USDA/RD, Conventional & Jumbo • Earn more fee income with less risk Call or email today. Let’s discuss how MISC can help you! Joan Emas, Account Executive Andrew Holtgraves, Vice President Cell: 816-810-8878 Cell: 913-558-2555 Email: Email: NMLS: #276932 Associate Member 11