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California Update - San Francisco Bay Chapter Hybrid Meeting
Doubletree Hotel Burlingame
835 Airport Blvd.
Burlingame, CA 94010
USA
650-344-5500

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Wednesday, September 07, 2022, 6:30 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

California Update
San Francisco Bay Chapter Hybrid* Meeting

*Hybrid: Attendees have the option to either attend this meeting in-person or virtually via Zoom. 

Date:

Wednesday, September 7, 2022
6:30 PM - 9:00 PM

Location:

Doubletree Hotel
835 Airport Blvd.
Burlingame, CA 94010

Topic:

This California Update will cover an overview of the Taxpayer's Rights Advocate's office, and how they may provide assistance to tax practitioners and taxpayers. They will also discuss Legislative updates, Emerging Tax issues, and how to best communicate with the Franchise Tax Board.

Presenter:

Janie Tran Technical Advisor to the Advocate Taxpayers' Rights Advocate's Office
Janie Tran has been with Franchise Tax Board (FTB) for over 35 years. Prior to joining the Taxpayers' Rights Advocate's Office, Janie provided excellent customer service for the State of California as an Auditor, Technical Lead, Hearing Officer, and subject matter expert for pass-through entities, personal income and business entity taxes. Janie served as FTB’s liaison to the Board of Equalization Chair where she participated in education and outreach activities in conjunction with her primary role as the Tax and Policy Advisor for income , franchise and sales tax appeals. She also has several years' experience as a project analyst and supervisor where she led audit discovery projects and a variety of collection and filing enhancement initiatives. In addition to her technical experience, Janie spent six years as an Administrator in FTB's collection and filing programs. Janie is a graduate of Sacramento State University with a Bachelor of Science Degree in Business Administration, with an emphasis in Accounting.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5107

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Virtual Registration Cost:
Registration Fee (Member):  $30
Registration Fee (Non-Member):  $60

In-Person Registration Cost:
Registration Fee (Member):  $60
Registration Fee (Non-Member):  $90

Registration:

Click the link below to register. 

650-918-7329
[email protected]


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: [email protected], 650-918-7329