2024
Overview
California Tax Agencies Unlocked is the fast-track way for you to sharpen and enhance your tax resolution skills at the state level.
This one-of-a-kind, intensive, program will be held online August 15, 22 and 29, 2024. It is designed to provide you with the tools you need to confidently represent your clients before the Employment Development Department (EDD), Franchise Tax Board (FTB), and the California Department of Tax and Fee Administration (CDTFA).
Featuring knowledgeable speakers comprised of both tax practitioners and tax agency representatives, participants will first delve into representation from a theoretical perspective. Then, to reinforce what was learned, participants will analyze and dissect real case studies, thereby neatly cementing what was learned.
Bottom line, you will walk away from this program with a deep understanding of the latest in tax representation, and you will also have a firm grasp regarding the latest updates on agency best practices.
Details
FTB – (up to 6 hours state CE) All focus will be on representation and we have a great line up of speakers! Lawrence Pon, EA, CPA, USTCP, CFP will be presenting the private sector information, while Angela Jones, Taxpayer Rights Advocate and six other professionals will present on the agency’s behalf. The class will cover an overview of FTB’s divisions; the Audit Process from Initial Contact Letter (ICL) to Determination; and Collections.
EDD – (up to 6 hours state CE) Allison Soares, Esq. and Hans Hoglund return to lead another dynamic learning event. The agenda includes agency overview, representation basics, audits, and collections with case studies. This year they will focus on business to business exceptions, which is a hot topic right now.
CDTFA – (up to 6 hours state CE) Jinsoo Lee, Esq. and Greg Buehrer (CDTFA) will lead an information packed session on sales and use tax audits, the managed audit program, cannabis reform and collections.