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California Update From The Taxpayer Advocates Office - OC South County Virtual Chapter Meeting 10.5.21
Tuesday, October 05, 2021, 5:00 PM - 7:00 PM PST
Category: Chapter Meetings

California Update From The Taxpayer Advocates Office
Orange County South Chapter Virtual Meeting

Date:

Tuesday, October 5, 2021
5:00 PM to 7:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

Marc Narlesky, Technical Assistant to the Advocate at the Franchise Tax Board (FTB) will describe services available from the Taxpayers’ Rights Advocate’s Office (TRAO) when “normal channels fail.” He will also provide updates to TRAO. And, this year there were considerable changes due to an active legislative session in 2021. He will cover other topics including but not limited to California Earned Income Tax Credit (EITC), communicating with the FTB and other policies and procedures that may be helpful for you to know in your practice. He will also provide a glimpse on Paycheck Protection Program, New Legislation AB 150, Healthcare Mandate, New Form 1099 NEC (Non-employee compensation)

Speaker:

Marc Narlesky, Technical Assistant to the Advocate at the Franchise Tax Board (FTB)
Marck Narlesy, FTBMarc is a Technical Assistant to the Advocate in the Franchise Tax Board’s (FTB's) Taxpayers' Rights Advocate’s Office. He has been a member of the Advocate’s Office since December, 2015.Marc started with the FTB in 1989, working as an Auditor and Reviewer. He has held staff positions for divisional budgeting as well as acting as a business lead for FTB's Activity Based Costing project where he learned the operations of the department. Marc’s professional experience began in public accounting. He has worked in general practice with a multi-service firm and as a financial auditor of non-profit organizations. Marc earned his Certified Public Accountant in 1992. He graduated from San Jose State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and a minor in Industrial Technology.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: none
CTEC: 1000-CE-4968

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee (BEFORE October 4, 2021): $0
Non-Member Registration Fee (BEFORE October 4, 2021): $30

Member Registration Fee (AFTER October 4, 2021): $10
Non-Member Registration Fee (AFTER October 4, 2021): $40


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.

Contact: Jerrie Muir - [email protected] or 9496336378