Tax Year 2022 Update Workshop
Inland Empire Chapter In-Person Workshop

Date/Time:

Saturday, January 7, 2023
7:30 AM to 4:30 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

Federal Tax Update by Claudia Stanley, CPA, EA
The course will take an in-depth look at Federal tax law changes impacting the 2022 individual and business tax returns, including:
•Provisions in the Inflation Reduction Act
•Completing K-2 and K-3’s
•Proposed RMD changes
•Expired and expiring tax provisions
•Preparing for the Corporate Transparency Act implementation
•Form changes
•Court Cases
•IRS changes and tools

State Update by Janie Tran, FTB, Technical Advisor to the Advocate Taxpayers' Rights Advocate's Office
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:

Claudia Stanley, CPA, EA
Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, president of the Central California Chapter of Enrolled Agents and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long time member of CSTC. In 2001 she was named one of the Top Ten Women of the Year in the nation by American Business Women’s Association. In 2016 she was named member of the year of the Central Valley Chapter of CSTC, and in 2022 she was named CSTC’s member of the year. She frequently speaks on various tax topics.

Janie Tran, FTB 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 (Fee includes Continental breakfast, lunch, snacks, and handout. Parking is free):

2 California hours (Topics covering California law issues)
6 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01761-22-I
CTEC: 1000-CE-5182

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Price IF REGISTERED AFTER December 28, 2022
Registration Fee (Member): $200
Registration Fee (Non-Member): $250

*For reservations after January 2, 2023, 11:59 pm please contact: Hilde Morrow email: [email protected], phone: 951.836.3006 or David Knutson email: [email protected], phone: 909.894.9049. We will have a limited number of seats available for Walk-Ins!

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or David Knutson, email: David [email protected], phone 909.894.9049; or Chapter email: [email protected].

Cancellation and Refund Policy for Meeting Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.